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AFFIN Group

Wealth Relationship Manager

AFFIN Group

Posted

2 weeks ago

Rawang, Selangor, Malaysia

Onsite

MYR 5K

Mid Level

Full Time

Match

Skills

Experience

Industry

Sema

Sema Summary

The Wealth Relationship Manager will focus on managing client portfolios and delivering tailored financial solutions. Tasks include advising clients on wealth management strategies and building long-term relationships to foster trust and satisfaction. Candidates should have a solid understanding of financial products and market trends. The position is based in Rawang, Selangor, Malaysia, and offers a full-time role with opportunities for career growth.

About Company

AFFIN Group is a leading financial services provider in Malaysia, specializing in banking and wealth management services.

Core Requirements

  • Bachelor's degree in Finance or related field
  • Proven experience in wealth management
  • Strong communication skills
  • Ability to analyze financial data
  • Client management experience

Responsibilities

  • Manage and grow a portfolio of high-net-worth clients
  • Provide tailored financial advice and solutions
  • Develop and maintain strong client relationships
  • Conduct regular financial reviews with clients
  • Stay updated on financial product offerings
  • Identify new business opportunities
  • Collaborate with internal teams for client services

Must Have skills

Financial analysisClient relationship managementSales skillsRisk assessmentMarket knowledge

Nice To Have Skills

Presentation skillsNegotiation skillsProblem-solvingNetworking skillsTime management

Tools Knowledge Requried

CRM softwareFinancial modeling toolsMS ExcelPresentation softwareMarket research tools

Job Keywords

wealth managementfinancial advisingclient relationshipssales strategiesportfolio management

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