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Manager, Private Wealth Management

Company

AFFIN Group

Location

kuala lumpur, kuala lumpur

Type

Full-time

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 Perso...

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