JOB RESPONSIBILTIES:

• 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 personalized 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.

JOB REQUIREMENTS:

• Minimum bachelor’s degree in finance, Business, Economics or related field  

• At least 3–5 years of experience in banking, preferably in wealth management or relationship management with HNW clients  

• Strong knowledge of investment, insurance, and lending products  

• Excellent interpersonal and communication skills, with the ability to engage affluent clients confidently  

• Proven track record in client acquisition, sales performance, and revenue growth  

• Strong market knowledge, particularly in affluent segments like Bukit Damansara  

• Ability to work collaboratively across departments and contribute to team success  

• Relevant certifications/licensing in Unit Trust, PRS, and FIMM (or willingness to obtain) is an added advantage