Nationwide Wealth Relationship Manager for High Net Worth

HLB Group

Seberang Perai

À distance

MYR 60 000 - 120 000

Plein temps

Il y a 2 jours
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Résumé du poste

Hong Leong Bank is seeking a Priority Banking Relationship Manager to cater to high net worth clients across Malaysia. You will build profitable client relationships, market investment products, and cross-sell consumer offerings to enhance portfolios.

Role requires relevant wealth licenses and a passion for success in a sales-driven environment. The position supports a nationwide market with opportunities to advance within Wealth Management.

Qualifications

  • Diploma or degree in banking, accounting & finance, economics, marketing or business studies.
  • Licenses: PCE (Life); PCE (General); CIELI; FIMM/FMUTM. IPPC is an advantage.

Responsabilités

  • Build profitable relationships with customers from their portfolio to deepen and broaden accounts.
  • Market investment products and cross-sell HLBB consumer products to PB clients.
  • Expand customer base through referrals and advisory services.
  • Acquire and grow Priority Banking relationships and portfolios to meet PB goals.
  • Collaborate with Product Owner and Investment Consultant to offer personalized financial services.

Connaissances

Relationship building
Sales skills
Wealth management knowledge
Interpersonal skills
Communication skills

Formation

Diploma or Degree in any field
PCE (Life)
PCE (General)
CIELI
FIMM/FMUTM

Description du poste

Hong Leong Bank is seeking a Priority Banking Relationship Manager to cater to high net worth clients across Malaysia. You will build profitable client relationships, market investment products, and cross-sell consumer offerings to enhance portfolios.

Role requires relevant wealth licenses and a passion for success in a sales-driven environment. The position supports a nationwide market with opportunities to advance within Wealth Management.

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