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Zusammenfassung
A leading financial services provider in Malaysia is seeking a professional to manage and deepen relationships with High Net Worth customers. The role focuses on providing tailored financial solutions, conducting financial analysis, and promoting various wealth products. Ideal candidates will have strong relationship management skills and experience in financial services. This is a unique opportunity to make a significant impact in the banking sector.
Qualifikationen
- Experience in managing High Net Worth customers' relationships.
- Ability to provide tailored financial solutions for clients.
- Strong analytical skills to assess market trends and client needs.
Aufgaben
- Manage and deepen relationships with High Net Worth customers.
- Conduct financial analysis to recommend strategies for wealth management.
- Promote wealth products and bancassurance effectively.
Kenntnisse
Create the future with Affin! You too can make a difference. We continuously innovate to transform our financial services landscape - making banking better and easier. Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. You too can make a difference.
- Manages, acquires, grows and deepens High Net Worth customers’ relationships through effective relationship management.
- Provides total financial solutions to High Net Worth customers.
- Conducts financial analysis and recommends strategies to achieve their financial goals by maximizing and protecting their wealth through a range of the bank’s investment and insurance products.
- Serves as the one-point contact to the High Net Worth customers of the Bank.
- Analyzes economic trends, global markets, customer needs and competitive products in order to structure personalised banking offerings.
- Professionally promotes and sells a wide range of wealth products and bancassurance to existing and potential customers.
- Engages in cross selling of other products based on customer needs.
- Manages, acquires, grows and deepens High Net Worth customers’ relationships through effective relationship management.
- Provides total financial solutions to High Net Worth customers.
- Conducts financial analysis and recommends strategies to achieve their financial goals by maximizing and protecting their wealth through a range of the bank’s investment and insurance products.
- Serves as the one-point contact to the High Net Worth customers of the Bank.
- Analyzes economic trends, global markets, customer needs and competitive products in order to structure personalised banking offerings.
- Professionally promotes and sells a wide range of wealth products and bancassurance to existing and potential customers.
- Engages in cross selling of other products based on customer needs.
* Der Gehaltsbenchmark wird auf Basis der Zielgehälter bei führenden Unternehmen in der jeweiligen Branche ermittelt und dient Premium-Nutzer:innen als Richtlinie zur Bewertung offener Positionen und als Orientierungshilfe bei Gehaltsverhandlungen. Der Gehaltsbenchmark wird nicht direkt vom Unternehmen angegeben. Er kann deutlich über bzw. unter diesem Wert liegen.