Wealth Relationship Manager
AFFIN Group(8 months ago)
About this role
A High Net Worth Relationship Manager at AFFIN acts as the bank’s dedicated advisor for affluent clients, focusing on delivering personalized financial and wealth solutions. The role emphasizes building long-term client partnerships and coordinating bank services to support clients' financial objectives.
Required Skills
- Relationship Management
- Financial Analysis
- Wealth Management
- Investment Products
- Insurance Sales
- Client Acquisition
- Cross-Selling
- Market Analysis
- Bancassurance
- Customer Service
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