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Affin Hwang Investment Bank

Wealth Relationship Manager

Reposted 2 Days Ago
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In-Office
Plateia
Mid level
In-Office
Plateia
Mid level
The Wealth Relationship Manager manages and grows relationships with High Net Worth customers, providing financial solutions and promoting wealth products.
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• 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.

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