Relationship Manager
AFFIN Group(9 months ago)
About this role
A Wealth Relationship Manager at AFFIN works with High Net Worth customers to deliver personalized financial and wealth management services, acting as their primary point of contact. The role focuses on advising clients on investment and insurance solutions, preserving and growing client assets through tailored banking offerings.
Required Skills
- Relationship Management
- Financial Analysis
- Wealth Management
- Investment Products
- Bancassurance
- Cross Selling
- Market Analysis
- Client Acquisition
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