Priority Banking Service Relationship Manager

Hong Leong Bank Berhad; Hong Kong; Sur place; HKD 268 000 - 402 000; Plein temps

Résumé du poste

Hong Leong Bank Berhad is seeking an experienced Priority Banking Support professional to back PB Relationship Managers across banking transactions and service matters. You’ll handle inquiries, resolve issues, and nurture client relationships while ensuring AML/compliance standards and timely customer care.

The role emphasizes accurate handling of documents, campaign sharing, and achieving sales/service targets within a dedicated PB center environment.

Qualifications

• Undergraduate degree in Accounting/ Banking/ Investment/ Finance or related field.
• 3–5 years of relevant experience in a financial institution.
• Excellent interpersonal skills and motivation.
• Proficient in MS Office (PowerPoint, Excel, Word).
• Malaysian citizens only.

Responsabilités

• Take ownership of customer issues from enquiries to resolution.
• Maintain quality service by enforcing standards and improving systems.
• Engage customers to build sustainable relationships and trust.
• Attend PB walk-ins in a timely and accurate manner.
• Share information on campaigns and cross-sell products (Credit Card, SMF).
• Refer sales to RMs for PB upgrades and investments, per license requirements.
• Ensure documents meet AML/FATCA/CRS/FEAR compliance.
• Perform callback confirmations of sales and banking transactions.
• Maintain the Priority Banking Center facilities, equipment and stationery.
• Organize documentation and filing for up-to-date records.
• Meet personal and team sales and service targets.

Connaissances

Excellent interpersonal skills

Highly motivated

MS Office

Formation

Undergraduate degree in Accounting/ Banking/ Investment/ Finance

Outils

MS Office

Description du poste

If you are looking to excel and make a difference, take a closer look at us…

Job Description

We are looking for individuals to provide support to a team of Priority Banking (PB) Relationship Managers (RM) in attending PB customers at Priority Banking Center on various banking transaction needs & service related matters. The role also requires to manage client service satisfaction-related aspects for their organizations, which involves providing support and resolution for customer concerns.

• Take ownership of customers issues of the PBC, from enquiries to complaints and following problems through to resolution
• Maintains quality service by enforcing quality and customer service standards, analyzing and resolving quality and customer service problems, and recommending system improvements.
• Take the extra mile to engage customers and build sustainable relationships and trust with customer.
• Ensure walk-in PB customers are attended in a timely & accurately manner
• Share information on Campaign or current promotion with customers & cross sell products such as Credit Card, SMF, etc
• Sales referral to RMs on PB upgrade and investment products. (ensure comply to NCNS policy - ONLY perform referral, unless FIMM/IPPC/BANCA license has been obtained)
• Ensure documents/forms submitted by RMs are checked thoroughly so that risk & compliance requirements (AML / FATCA & CRS / FEAR, etc) are met.
• Ensure call back is performed to customers on confirmation of sales and banking transaction
• Responsible for the upkeep of the Priority Banking Center (PBC) and ensure all facilities, equipment and stationaries are sufficiently provided.
• Develop and carry out an efficient documentation and filing system to ensure all important documentation are organized and up-to-date.
• Meet personal / PBC team sales and service targets.

Job Requirements

• Undergraduate degree in Accounting/Banking/Investment/Finance or a related field from any recognized colleges or university.
• Minimum 3-5 years of relevant experience in a financial institution
• Excellent interpersonal skills.
• Highly motivated and result-driven
• Proficient in MS Office such as PowerPoint, Excel, and Words
• Open to Malaysian citizens only

About Hong Leong Bank

We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.

We seek to strike a balance between diversity, inclusion and merit to achieve our mission of infusing diversity in thinking and skillsets into our organisation. Candidates are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available. Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation.