Regional Wealth Manager

**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** The role is responsible for leading and managing the wealth management strategy across multiple branches within a designated region. This role focuses on driving high-net-worth client acquisition, deepening client relationships, and ensuring consistent delivery of superior wealth solutions and services. **Job Responsibilities** **1\. Regional Wealth Strategy & Execution** * Develop and implement regional strategies to grow the wealth management portfolio. * Analyze market trends and client demographics to tailor regional offerings. * Align regional goals with national wealth management objectives. **2\. Team Leadership & Performance Management** * Lead, coach, and develop a team of Wealth Managers and Relationship Managers. * Set and monitor performance targets, ensuring alignment with business goals. * Foster a high-performance culture focused on client satisfaction and revenue growth. **3\. Client Relationship Management** * Build and maintain strong relationships with high-net-worth individuals (HNWIs). * Provide strategic financial advice and customized wealth solutions. * Ensure consistent delivery of exceptional client experiences across the region. **4\. Sales & Product Penetration** * Drive cross-selling of investment, insurance, and banking products. * Collaborate with product and marketing teams to ensure regional product relevance. * Monitor and report on sales performance and product uptake. **5\. Compliance & Risk Management** * Ensure adherence to regulatory requirements and internal policies. * Monitor risk exposure and implement mitigation strategies. * Conduct regular reviews and audits to maintain compliance standards. **6\. Stakeholder Engagement** * Liaise with internal stakeholders including branch managers, product teams, and compliance. * Represent the region in national wealth management initiatives and strategy sessions. * Act as a key point of contact for escalations and strategic discussions. **Job Requirements** * A Bachelor's Degree in Finance, Business Administration or relevant field. * In depth knowledge of Wealth Management Products relating to investment, insurance, and banking solutions. * Knowledge of financial advisory practices, estate planning, and retirement strategies. * Familiar with local and international financial regulations and risk management. * Awareness of economic indicators, financial markets, and competitor offerings. * Proficient in using customer relationship management systems and digital platforms. * Able to lead, coach, and inspire a team of wealth professionals. * Capable of developing and executing regional strategies aligned with corporate goals. * Possess strong skills in selling financial products and negotiating with high-net-worth clients. * Proficient in analysing financial data, market trends, and client portfolios. * Excellent verbal and written communication skills for client and stakeholder engagement. * Strong decision-making and conflict resolution capabilities.