Elite Priority Banking Wealth Advisor

Hong Leong Bank; Malaysia; On-site; MYR 67,000 - 112,000; Full time

Benefits offered by this job

Culture of collaboration

Fast-track career in Wealth Management

Job summary

Hong Leong Bank is seeking a talented Wealth Management Advisor in Malaysia to build and deepen client relationships within the high net worth segment. You will market investment products and cross-sell HLBB consumer offerings, including mortgages and credit cards, to grow Priority Banking portfolios.

The role requires a diploma or degree and relevant wealth licenses, with IPPC seen as an advantage. A strong sales mindset and excellent interpersonal skills are essential for success in this

Qualifications

• Diploma or Degree in Banking / Accounting & Finance / Economics / Marketing / Business Studies.
• Required Licenses: PCE (Life); PCE (General); CIELI; FIMM/FMUTM.
• IPPC will be an advantage.
• Passion for success and keen to work in a sales-driven environment.
• Good knowledge of wealth products such as Unit Trust, Bancassurance, Structured Products, Dual Currency Investments.

Responsibilities

• Build profitable relationships with customers from their portfolio to deepen and broaden account relationships to generate revenue in wealth management.
• Market investment products and cross-sell HLBB's consumer products to PB customers (mortgages and credit cards).
• Acquire and grow Priority Banking customer relationships and portfolios per PB segment goals.
• Collaborate with Product Owner and Investment Consultant to offer proactive, personalized financial services to affluent clients.

Skills

Sales-driven mindset

Wealth product knowledge

Interpersonal skills

Communication skills

Professionalism

Education

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

PCE (Life)

PCE (General)

CIELI

FIMM/FMUTM

Job description

Hong Leong Bank is seeking a talented Wealth Management Advisor in Malaysia to build and deepen client relationships within the high net worth segment. You will market investment products and cross-sell HLBB consumer offerings, including mortgages and credit cards, to grow Priority Banking portfolios.

The role requires a diploma or degree and relevant wealth licenses, with IPPC seen as an advantage. A strong sales mindset and excellent interpersonal skills are essential for success in this