Wealth Relationship Manager
AFFIN Group
Date: 3 weeks ago
City: Kota Kinabalu
Contract type: Full time
Create the future with Affin! You too can make a difference.
We continuously innovate to transform our financial services landscape - making banking better and easier. Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. You too can make a difference.
ACCOUNTABILITIES
We continuously innovate to transform our financial services landscape - making banking better and easier. Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. You too can make a difference.
ACCOUNTABILITIES
- Manages, acquires, grows and deepens High Net Worth customers’ relationships through effective relationship management.
- Provides total financial solutions to High Net Worth customers.
- Conducts financial analysis and recommends strategies to achieve their financial goals by maximizing and protecting their wealth through a range of the bank’s investment and insurance products.
- Serves as the one-point contact to the High Net Worth customers of the Bank.
- Analyzes economic trends, global markets, customer needs and competitive products in order to structure personalised banking offerings.
- Professionally promotes and sells a wide range of wealth products and bancassurance to existing and potential customers.
- Engages in cross selling of other products based on customer needs.
REQUIREMENTS - Manages, acquires, grows and deepens High Net Worth customers’ relationships through effective relationship management.
- Provides total financial solutions to High Net Worth customers.
- Conducts financial analysis and recommends strategies to achieve their financial goals by maximizing and protecting their wealth through a range of the bank’s investment and insurance products.
- Serves as the one-point contact to the High Net Worth customers of the Bank.
- Analyzes economic trends, global markets, customer needs and competitive products in order to structure personalised banking offerings.
- Professionally promotes and sells a wide range of wealth products and bancassurance to existing and potential customers.
- Engages in cross selling of other products based on customer needs.
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