Elite Priority Banking Wealth Manager

Hong Leong Bank; West Coast Division; Presencial; MYR 60.000 - 120.000; Jornada completa

Descripción de la vacante

Hong Leong Bank seeks a Priority Banking Relationship Manager (Nationwide) to build and deepen wealth portfolios for Retail High Net Worth clients. You will provide personalized advisory services, tap into a best-in-class product suite, and drive revenue through wealth solutions and cross-selling.

You will collaborate with Investment Consultants to grow the Priority Banking footprint across Malaysia, expanding the client base via referrals and targeted advisory services.

Formación

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

Responsabilidades

• Building profitable relationships with customers from their portfolio, to deepen and broaden account relationships with the objective to generate revenue and focus on wealth management.
• Market investment products as well as cross-sell of HLBB's consumer product to the new and existing PB customer. This will include mortgages and credit cards.
• Expand on new customer base through referrals from customers or through personalized/advisory services provided personally or through the Investment Consultant team
• Acquisition and growth of Priority Banking customer relationship and portfolio in accordance to PB segment business goal.
• Work with Product Owner, Investment Consultant to offer proactive and personalized financial services to the affluent segment customer.
• To support Centre Manager in promoting and developing market presence, this will ultimately deliver the individual jobholder's target and support overall target.

Educación

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

Descripción del empleo

Hong Leong Bank seeks a Priority Banking Relationship Manager (Nationwide) to build and deepen wealth portfolios for Retail High Net Worth clients. You will provide personalized advisory services, tap into a best-in-class product suite, and drive revenue through wealth solutions and cross-selling.

You will collaborate with Investment Consultants to grow the Priority Banking footprint across Malaysia, expanding the client base via referrals and targeted advisory services.