Elite Priority Banking Advisor for High-Net-Worth Clients

Hong Leong Bank; Kuala Lumpur; On-site; MYR 90,000 - 150,000; Full time

Job summary

Hong Leong Bank seeks an energetic Wealth Management advisor to serve Retail High Net Worth clients in Malaysia. You will build profitable relationships, assess client needs, and deliver tailored investment solutions within a sales-driven environment.

You will market investments, cross-sell mortgages and cards, and collaborate with Investment Consultant teams to provide proactive financial services for the affluent segment. Strong wealth- product knowledge and client-facing skills are essential.

Qualifications

• Diploma or degree in banking, finance, economics, marketing, or business studies.
• Licenses: PCE (Life); PCE (General); CIELI; FIMM/FMUTM; IPPC is an advantage.
• Passion for success and willingness to work in a sales-driven environment.
• Knowledge of wealth products: Unit Trust, Bancassurance, Structured Products, Dual Currency Investments.
• Excellent interpersonal and communication skills.

Responsibilities

• Build profitable relationships with customers to deepen and broaden account relationships and generate revenue in wealth management.
• Market investment products and cross-sell HLBB consumer products to PB customers (mortgages, credit cards).
• Expand new customer base through referrals or advisory services provided by Investment Consultant team.
• Acquire and grow Priority Banking relationships and portfolios per PB segment goals.
• Collaborate with Product Owner and Investment Consultant to offer proactive, personalized financial services to affluent clients.
• Support Centre Manager in promoting and developing market presence to achieve targets.

Skills

Sales

Wealth products knowledge

Interpersonal skills

Professionalism

Education

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

Job description

Hong Leong Bank seeks an energetic Wealth Management advisor to serve Retail High Net Worth clients in Malaysia. You will build profitable relationships, assess client needs, and deliver tailored investment solutions within a sales-driven environment.

You will market investments, cross-sell mortgages and cards, and collaborate with Investment Consultant teams to provide proactive financial services for the affluent segment. Strong wealth- product knowledge and client-facing skills are essential.