Wealth Relationship Manager
AFFIN Group(1 month ago)
About this role
A Wealth Relationship Manager at AFFIN works with High Net Worth clients to serve as their primary banking advisor, providing tailored financial and wealth management guidance. The role is focused on deepening client relationships and coordinating wealth solutions to meet clients' long-term financial objectives.
Required Skills
- Relationship Management
- Wealth Management
- Financial Analysis
- Investment Products
- Insurance Products
- Lending Products
- Client Acquisition
- Sales
- Communication
- Market Knowledge
+2 more
Qualifications
- Bachelor's Degree in Finance or Related Field
- Unit Trust Certification
- PRS Certification
- FIMM Certification
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