Manager, Private Wealth Management

Affin Bank Berhad; Malaysia; On-site; MYR 40,000 - 80,000; Full time

Job summary

Join a forward-thinking financial institution as a Manager in Private Wealth Management, where you will develop and maintain relationships with high net worth clients. This role involves delivering tailored wealth management advice, optimizing client assets, and providing a comprehensive range of banking services. The company fosters a supportive environment focused on personal growth and innovation, making it an exciting opportunity for those eager to make a real impact in the finance sector. Embrace the chance to grow your career while contributing to a customer-centric culture.

Benefits

Positive and supportive work environment

Opportunities for personal growth

Innovative work culture

Qualifications

• Minimum 2 years’ experience in related field.
• Strong written and verbal communication skills in Bahasa Malaysia & English.

Responsibilities

• Deliver comprehensive Wealth Management advice to High-Net-Worth Individuals.
• Cultivate and sustain relationships with High-Net-Worth Individuals clients.

Skills

Wealth Management

Client Relationship Management

Sales Management

Communication Skills

Problem-Solving Skills

Education

Degree in any discipline

Tools

IPPC License

FIMM License

CEILLI License

PCEIA Life & General License

TBE License

Job description

Manager, Private Wealth Management page is loaded

Manager, Private Wealth Management

Apply locations Menara Affin, TRX time type Full time posted on Posted 2 Days Ago job requisition id JR102926

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.

Why work here?

People are the heart of AFFIN BANK. We have a positive and supportive environment where we celebrate people’s personal growth and encourage them to be the best versions of themselves, both in the workplace and in their community.

Get In Touch

Join AFFIN as we evolve to become a financial institution of the future, embracing innovation and technology to deliver unrivaled customer service. We're looking for colleagues who share our values and are ready to live them every day.

Explore the exciting opportunities and make a real impact on the future of finance. Come be a part of our journey today!

AFFIN

"Always About You"

At AFFIN, we strive to always connect and engage with our customers, to understand their changing needs and aspirations better. It represents our passion and commitment to the community we operate in, enabling us to quickly respond to changes and provide a personalised experience.

At AFFIN, our people are aligned to our values of customer centricity, creativity and value creation. Our tagline “Always about you”, was crafted to drive loyalty and build our reputation as a creative and innovative financial organisation.

Our people are at the heart of what we do and remain the focus of our customer centric culture. It’s about the initiatives we take in understanding and prioritising our stakeholders; our customers, employees and shareholders. As we venture through this metamorphosis journey, we are aware of their ever-changing needs and are embracing the new ways of this digital dimension. We put our hearts and minds into everything we do, to ensure that everyone we touch, receives unrivalled customer service.