Manager, Private Wealth Management | Kuala Lumpur, MY

Affin Bank; Kuala Lumpur; On-site; MYR 30,000 - 70,000; Full time

Job summary

Join a forward-thinking bank that values innovation and client relationships. As a Personal Wealth Manager, you will deliver tailored Wealth Management services to high net worth clients, optimizing their assets and ensuring their financial goals are met. This role offers a unique opportunity to work within a dynamic team, providing a comprehensive suite of banking services that cater to the diverse needs of high net worth individuals. If you are self-motivated, possess strong communication skills, and have a passion for finance, this position is perfect for you.

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

Communication Skills

Marketing Skills

Sales Management

Education

Degree in any discipline

Tools

IPPC License

FIMM License

CEILLI License

PCEIA Life & General License

TBE License

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.

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CMB International Capital Corporation Limited