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Priority Banking Relationship Manager (Nationwide)

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Liguria

In loco

EUR 30.000 - 70.000

Tempo pieno

5 giorni fa
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Descrizione del lavoro

An established industry player is seeking a Priority Banking Relationship Manager to excel in wealth management. This role offers the chance to build and deepen customer relationships while collaborating with experts to provide personalized financial services. Ideal candidates will possess strong sales skills, relevant licenses, and a passion for success. Join a forward-thinking institution that values diversity and inclusion, providing opportunities for career growth and lifelong learning. If you are eager to thrive in a dynamic environment, this is the perfect opportunity for you.

Servizi

Strong culture of collaboration
Career fast-tracking opportunities
Diversity and inclusion initiatives
Lifelong learning opportunities

Competenze

  • Strong sales skills and wealth product knowledge are essential.
  • Required licenses include PCE (Life) and PCE (General).

Mansioni

  • Build profitable relationships with customers to generate revenue.
  • Market investment products and cross-sell consumer products.

Conoscenze

Sales Skills
Wealth Product Knowledge
Interpersonal Skills
Professionalism

Formazione

Diploma or Degree in Banking, Accounting & Finance, Economics, Marketing, or Business Studies

Strumenti

PCE (Life)
PCE (General)
CIELI
FIMM/FMUTM
IPPC

Descrizione del lavoro

Priority Banking Relationship Manager (Nationwide)

EUR 30,000 - 70,000

If you are looking to excel and make a difference, take a closer look at us…
We are seeking talented individuals who have the passion and the requisite wealth management licenses to serve our Retail High Net Worth clients. Strong sales skills, wealth product knowledge, good interpersonal skills, and professionalism are key for this role.

What's in it for you:
* Benefit from a strong culture of collaboration by learning from leaders and subject matter experts to drive change and impact in banking.
* Opportunity to fast-track your career in Wealth Management.

  • Build profitable relationships with customers from their portfolio, deepen and broaden account relationships to generate revenue, focusing on wealth management.
  • Market investment products and cross-sell HLBB's consumer products to new and existing PB customers, including mortgages and credit cards.
  • Expand the customer base through referrals and personalized/advisory services provided personally or via the Investment Consultant team.
  • Acquire and grow Priority Banking customer relationships and portfolios in line with segment business goals.
  • Collaborate with Product Owners and Investment Consultants to offer proactive and personalized financial services to affluent clients.
  • Support the Centre Manager in promoting and developing market presence to achieve individual and overall targets.
Who are we looking for:
  • Candidate must possess at least a Diploma or Degree in fields such as Banking, Accounting & Finance, Economics, Marketing, or Business Studies.
  • Required Licenses: PCE (Life), PCE (General), CIELI, FIMM/FMUTM; IPPC is an advantage.
  • Passion for success and eagerness to work in a sales-driven environment.
  • Good track record and knowledge of wealth products such as Unit Trusts, Bancassurance, Structured Products, Dual Currency Investments.
  • Excellent interpersonal and communication skills.

About Hong Leong Bank:
We are a leading financial institution in Malaysia with a century of entrepreneurial heritage. Our comprehensive financial services, guided by a Digital-at-the-Core ethos, have earned industry recognition for our innovative approach to making banking simpler and more effortless for customers. Our offerings span a vast nationwide network in Malaysia, with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.

We value diversity, inclusion, and merit, aiming to infuse diverse thinking and skills into our organization. Candidates are assessed based on merit and potential, aligning with our mission to attract and recruit the best talent. As we digitize the employee journey, we strive to provide a strong foundation for lifelong learning, career growth, and internal talent development.

Realize your full potential at Hong Leong Bank by applying now.

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