Manager, Private Wealth Management

Affin Bank

**
High-net-worth individual client management
Tri-banking services delivery
Asset under management optimization
** Affin Bank is seeking a Manager for Private Wealth Management to develop and maintain relationships with high-net-worth individuals (HNWIs) while delivering comprehensive wealth management advice. The ideal candidate should have a degree, at least two years of relevant experience, and various financial licenses, along with strong communication skills and a customer-focused mindset. **

Job Summary

  • The role focuses on developing and maintaining relationships within the high net worth segment to achieve bank strategies.
  • Candidates will provide comprehensive wealth management advice and formulate asset strategies aligning personal and business assets.
  • The position requires delivering a full array of Tri-Banking services including Retail, Enterprise, and Investment banking.

Matching Summary

Match Score: 75

** Affin Bank is seeking a Manager for Private Wealth Management to develop and maintain relationships with high-net-worth individuals (HNWIs) while delivering comprehensive wealth management advice. The ideal candidate should have a degree, at least two years of relevant experience, and various financial licenses, along with strong communication skills and a customer-focused mindset. **

Skills & Requirements

Must-have

  • High-Net-Worth Individual client management
  • Tri-Banking services delivery
  • Asset Under Management optimization
  • Comprehensive wealth management advice

Nice-to-have

  • Multilingual conversation skills
  • Strong marketing and sales management
  • Self-motivated team player attitude
  • Effective cross-level communication

Key Requirements

  • Minimum 2 years experience in related field
  • Licenses: IPPC, FIMM, CEILLI, PCEIA Life & General & TBE
  • Degree in any discipline or equivalent
  • Fluency in Bahasa Malaysia and English

Work Rights

Not specified

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