Regional Wealth Manager (Southern)
AFFIN Group(8 months ago)
About this role
Leads and manages the wealth management strategy across multiple branches within a designated region, focusing on high-net-worth client engagement and regional performance. Acts as the regional representative for national wealth initiatives and ensures alignment between regional and corporate objectives.
Required Skills
- Wealth Management
- Estate Planning
- Portfolio Analysis
- Risk Management
- Client Relationships
- Financial Advisory
- Sales
- Negotiation
- Leadership
- CRM
+2 more
Qualifications
- Bachelor's Degree in Finance
- Bachelor's Degree in Business Administration
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