Manager Private Wealth Management
affin bank berhad
📍 menara affin trx malaysia🕐 16mo ago🔗 workday
Job Description
**Create your future with Affin! You too can make a difference.**
===================================================================
_Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here, you don’t just stay at the forefront of the industry – you can make a difference too._
**JOB PURPOSE**
Develop and maintain client relationships within the high net worth (HNW) segment to achieve the business strategies by the Bank.
**ACCOUNTABILITIES**
* Deliver comprehensive Wealth Management advice to High-Net-Worth Individuals clients.
* Cultivate and sustain relationships with High-Net-Worth Individuals clients to fortify customer connections and achieve targeted revenue.
* Continuously foster relationships within a client portfolio.
* Provide a comprehensive array of “Tri-Banking” services, encompassing Retail Banking, Enterprise Banking, and Investment Banking, to cater to the needs of High-Net-Worth Individual clients.
* Serve as a Personal Wealth Manager, formulating a comprehensive asset strategy aligning personal and business assets.
* Optimize client assets and revenue derived from Asset Under Management (AUM).
* Execute any additional job functions and responsibilities as assigned by the Management.
**JOB REQUIREMENTS**
* Degree in any discipline or equivalent.
* Minimum 2 years’ experience in related field.
* Possess licenses in IPPC, FIMM, CEILLI, PCEIA Life & General & TBE.
* Strong written and verbal communication skills in Bahasa Malaysia & English.
* Able to converse in different languages will be an advantage.
* Good marketing and sales management skills.
* Self-motivated and a good team player.
* Assertive and able to communicate effectively across all levels.
* Possess good problem-solving skills and customer focused disposition.
* Team player, good interpersonal skill, committed and trustworthy.