Client Growth & Engagement

Hong Leong Bank Berhad; Kuala Lumpur; On-site; MYR 50,000 - 80,000; Full time

Job summary

Hong Leong Bank Berhad in Kuala Lumpur is seeking a Wealth Management Specialist to develop client growth strategies and provide personalized financial services. The ideal candidate should be a Malaysian citizen with a Bachelor's degree in Business or related fields and a minimum of 2 years of sales experience. Responsibilities include collaborating with internal teams, conducting portfolio reviews, and driving business growth. This role offers a chance to work in a dynamic environment focusing on high net worth individuals.

Qualifications

• Malaysian citizen.
• Minimum 2 years of sales experience.

Responsibilities

• Develop and implement client growth strategies.
• Provide personalized financial advice and services.
• Collaborate with internal stakeholders for tailored solutions.
• Conduct regular portfolio reviews and recommend adjustments.
• Stay updated on market trends and investment opportunities.
• Drive business growth and acquire new high net worth clients.
• Share best practices with regional managers.
• Monitor key performance metrics for improvement.

Education

Bachelor's degree in Business, Finance, Marketing, Accounting, Engineering

Job description

Job Responsibilities

• Develop and implement strategies to grow the client base and increase assets under management, focusing on high net worth individuals
• Provide personalized financial advice, investment solutions, and comprehensive wealth management services to clients, ensuring their financial goals and objectives are met.
• Collaborate with internal stakeholders, including Relationship Managers, Investment Advisors, and Product Specialists, to deliver tailored solutions and enhance the client experience.
• Conduct regular portfolio reviews, monitor investment performance, and recommend adjustments to ensure optimal portfolio allocation and risk management.
• Stay abreast of market trends, industry regulations, and new investment opportunities to effectively advise clients and position the bank as a leader in wealth management.
• Drive business growth by identifying and capitalizing on opportunities to expand the regional presence and acquire new high net worth clients.
• Collaborate with other regional managers and cross-functional teams to share best practices, leverage synergies, and ensure consistency in delivering exceptional wealth management services across the organization.
• Monitor and analyze key performance metrics, such as client acquisition, revenue generation, and client satisfaction, to identify areas for improvement and implement corrective actions.

Job Requirements

• Malaysian citizen
• Bachelor's degree holder in Business, Finance, Marketing, Accounting, Engineering or candidates with the necessary work experience are invited to apply
• Minimum 2 years and above sales experience