HNW Wealth Advisor & Strategist

AFFIN Group; Kuala Lumpur; On-site; MYR 60,000 - 90,000; Full time

Job summary

AFFIN Group in Kuala Lumpur is looking for a professional to manage and grow relationships with High Net Worth clients. The ideal candidate will provide tailored financial solutions, conduct financial analyses, and engage in cross-selling of various banking products.

Applicants should have a minimum of a bachelor’s degree in finance, with 3-5 years of banking experience, particularly in wealth management. Strong communication skills and a proven sales track record are essential. Join AFFIN and make a difference in the financial landscape.

Qualifications

• Minimum bachelor’s degree in finance, Business, Economics or related field.
• At least 3–5 years of experience in banking, preferably in wealth management or relationship management.
• Strong knowledge of investment, insurance, and lending products.

Responsibilities

• Manage, acquire, and grow relationships with High Net Worth customers.
• Provide total financial solutions and conduct financial analysis.
• Analyze economic trends and structure personalized banking offerings.

Skills

Strong communication skills

Relationship management

Financial analysis

Investment knowledge

Client acquisition

Education

Bachelor’s degree in Finance, Business, or Economics

Job description

AFFIN Group in Kuala Lumpur is looking for a professional to manage and grow relationships with High Net Worth clients. The ideal candidate will provide tailored financial solutions, conduct financial analyses, and engage in cross-selling of various banking products.

Applicants should have a minimum of a bachelor’s degree in finance, with 3-5 years of banking experience, particularly in wealth management. Strong communication skills and a proven sales track record are essential. Join AFFIN and make a difference in the financial landscape.