Nationwide Priority Banking Wealth Manager

Hong Leong Bank; Malacca City; Presencial; MYR 50.000 - 90.000; Jornada completa

Descripción de la vacante

Hong Leong Bank Berhad seeks a Priority Banking Relationship Manager to grow nationwide PB relationships and portfolios. The role focuses on affluent clients, wealth products, and tailored advisory services across multiple markets in Malaysia and beyond.

The candidate will leverage product partners to cross-sell mortgages, credit cards, and other HLBB offerings while expanding referrals and maintaining strong client relationships.

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.
• Knowledge of wealth products e.g. Unit Trust, Bancassurance, Structured Products, Dual Currency Investments.

Responsabilidades

• Acquire and grow Priority Banking customer relationships and portfolios in line with PB segment goals.
• Market investment products and cross-sell HLBB consumer products to PB clients.
• Expand the customer base through referrals and advisory services with Investment Consultant team.
• Work with Product Owner and Investment Consultant to offer personalized financial services to affluent clients.
• Support Centre Manager in promoting market presence and achieving targets.

Conocimientos

Wealth products

Sales skills

Interpersonal skills

Communication

Educación

Diploma or Degree

Descripción del empleo

Hong Leong Bank Berhad seeks a Priority Banking Relationship Manager to grow nationwide PB relationships and portfolios. The role focuses on affluent clients, wealth products, and tailored advisory services across multiple markets in Malaysia and beyond.

The candidate will leverage product partners to cross-sell mortgages, credit cards, and other HLBB offerings while expanding referrals and maintaining strong client relationships.