Wealth Relationship Manager
AFFIN Group(1 day ago)
About this role
A Wealth Manager at Affin specializes in managing relationships with high-net-worth clients, providing tailored financial solutions that include investment, insurance, and lending products. The role involves analyzing market trends and client needs to structure personalized banking offerings, promoting a range of wealth management services, and contributing to revenue growth.
Required Skills
- Relationship Management
- Financial Analysis
- Investment Products
- Insurance Products
- Client Acquisition
- Sales Performance
- Market Knowledge
- Cross Selling
- Customer Service
- Financial Planning
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