Director, Private Wealth Management
Affin Bank Berhad
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- Plan, implement and execute HNW Personalized Banking marketing activities and sales tactics to achieve targets set by Management.
- Lead, coach, motivate, train, and facilitate the team to achieve set targets.
- Acquire new HNW customers while retaining the existing HNW customers.
- Assist to acquire and build close rapport with corporate and government agencies for sales opportunities.
- Execute the cross-selling and referral for other product owners and to ensure that referrals are followed through within the defined Service Level Agreement, where applicable.
- Ensure all compliance and reporting requirements are met and attend to audit/regulatory queries within the stipulated timeframe.
- Conduct regular meeting/briefing with staff on status of sales activities, achievement against targets as well as updating staff on the latest Bank’s products, policies and guidelines.
- Undertake any other job functions, duties and responsibilities as may be assigned by the Management from time to time.
Summary
Lead private banking sales team, grow AUM, acquire and retain HNW clients
Job title
Director, Private Wealth Management
Experience level
senior level
Minimum experience
10+ years exp
Industry
finance
Location requirements
Menara Affin, TRX; no remote work allowed
Salary
Not specified
Management role
Yes
Required skills
Preferred skills
Specializations
Structured locations inferred from the posting.
Unknown location