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.