Wealth Relationship Manager
AFFIN Group(2 months ago)
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.
Required Skills
- Relationship Management
- Wealth Management
- Financial Analysis
- Investment Products
- Insurance Products
- Client Acquisition
- Cross Selling
- Communication Skills
- Market Knowledge
- Sales Performance
Qualifications
- Bachelor's Degree in Finance, Business or Economics
- Unit Trust Certification
- PRS Certification
- FIMM Certification
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