Elite Priority Banking Relationship Manager

Hong Leong Bank; Mersing, Johor Bahru, Klang City, Sungai Petani; On-site; MYR 60,000 - 120,000; Full time

Job summary

Hong Leong Bank is seeking a Priority Banking Relationship Manager to build and deepen relationships with high-net-worth clients nationwide in Malaysia. The role focuses on wealth management, cross-selling banking products, and expanding the customer base across referrals and advisory services.

The ideal candidate holds a diploma or degree in banking/finance, with relevant licenses (PCE/Life, PCE/General, CIELI, FIMM/FMUTM) and a sales-driven mindset.

Qualifications

• Candidate must possess at least a Diploma or Degree in Banking / Accounting & Finance / Economics / Marketing / Business Studies.
• Licenses: PCE (Life); PCE (General); CIELI; FIMM/FMUTM. IPPC will be an advantage.
• Must have passion for success and a sales-driven mindset.
• Solid knowledge of wealth products (Unit Trusts, Bancassurance, Structured Products, Dual Currency Investments).

Responsibilities

• Build profitable relationships with customers and deepen portfolio relationships to generate revenue in wealth management.
• Market and cross-sell wealth and consumer products (e.g., mortgages, credit cards).
• Grow the customer base through referrals and advisory services.
• Partner with Investment Consultant to offer proactive financial services to affluent customers.

Skills

Sales focus

Interpersonal skills

Wealth product knowledge

Professionalism

Education

Diploma or Degree in Banking/Accounting/Finance

Job description

Hong Leong Bank is seeking a Priority Banking Relationship Manager to build and deepen relationships with high-net-worth clients nationwide in Malaysia. The role focuses on wealth management, cross-selling banking products, and expanding the customer base across referrals and advisory services.

The ideal candidate holds a diploma or degree in banking/finance, with relevant licenses (PCE/Life, PCE/General, CIELI, FIMM/FMUTM) and a sales-driven mindset.