Elite Wealth Relationship Manager

HLB; Malaysia; On-site; MYR 60,000 - 96,000; Full time

Job summary

HLBB is seeking dynamic talents with passion and wealth management licenses to serve Retail High Net Worth clients. The role emphasizes strong sales, wealth product knowledge, and professional client engagement across Malaysia.

The position offers growth through collaboration with leaders and a clear path to fast-track your career in Wealth Management within a leading financial institution with nationwide reach and regional presence.

Qualifications

• Candidate must possess at least a 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 track record and knowledge of wealth products (Unit Trust, Bancassurance, Structured Products, Dual Currency Investments).
• Good interpersonal and communication skills.

Responsibilities

• Build profitable client relationships to deepen wealth management revenue.
• Market investment products and cross-sell Bancassurance, mortgages, and cards.
• Grow new customer base via referrals and advisory services.
• Acquire and grow Priority Banking relationships per PB goals.
• Collaborate with Product Owner and Investment Consultant for affluent clients.
• Support Centre Manager to expand market presence and hit targets.

Skills

Sales-oriented

Wealth products knowledge

Interpersonal skills

Education

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

Job description

HLBB is seeking dynamic talents with passion and wealth management licenses to serve Retail High Net Worth clients. The role emphasizes strong sales, wealth product knowledge, and professional client engagement across Malaysia.

The position offers growth through collaboration with leaders and a clear path to fast-track your career in Wealth Management within a leading financial institution with nationwide reach and regional presence.