About this role
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 Description
ACCOUNTABILITIES: • 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.
REQUIREMENTS: • 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.