AFFIN Group

Wealth Relationship Manager

AFFIN Group

3 months ago
Onsite
Full Time
Medior
0 applicants
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AFFIN Group
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About this role

A Relationship Manager (Wealth) at AFFIN focuses on building and deepening relationships with High Net Worth clients, acting as their primary banking contact and trusted advisor. The role delivers personalized financial solutions and market insight to support clients' wealth objectives while coordinating internal resources to meet client needs.

Skills

Qualifications

Bachelor's Degree in Finance, Business or EconomicsUnit Trust CertificationPRS CertificationFIMM Certification
AFFIN Group

About AFFIN Group

affingroup.com

N/A

About AFFIN Group

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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