Priority Banking Client Advisor

Tech Sales Jobs; Miri; On-site; MYR 50,000 - 80,000; Full time

Benefits offered by this job

Collaborative culture

Fast-track career

Job summary

Hong Leong Bank is seeking a Priority Banking Client Advisor to cultivate profitable client relationships within the Priority Banking segment. The role emphasizes wealth management, cross-selling of wealth products, and expanding the affluent client base.

The position requires a diploma or degree and relevant licenses, with a sales-driven mindset and strong interpersonal skills to excel in a dynamic banking environment.

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 (Unit Trust, Bancassurance, Structured Products).
• Good interpersonal and communication skills.

Responsibilities

• Building profitable relationships with customers with the objective to generate revenue and deepen wealth management relationships.
• Market wealth products and cross-sell of HLBB consumer products to PB customers (mortgages, credit cards).
• Expand new customer base through referrals or advisory services with Investment Consultant team.
• Acquire and grow Priority Banking relationships and portfolio in line with PB segment goals.
• Collaborate with Product Owner/Investment Consultant to offer proactive financial services to affluent segments.
• Support Centre Manager in promoting market presence and achieving individual and team targets.

Skills

Sales skills

Wealth management knowledge

Interpersonal skills

Professionalism

Education

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

Job description

Priority Banking Client Advisor

Location: MYY-MIRI BR

Time Type: Full time

Job Description

If you are looking to excel and make a difference, take a closer look at us…

We are seeking talents who have the passion and requisite wealth management licenses to cater to our Retail High Net Worth clients. Strong sales and wealth product knowledge, good interpersonal skills and professionalism are key for this role.

What’s initfor you:

• Benefit from a strong culture of collaboration by learning from leaders and subject matter experts to drive change and impact in banking
• Opportunity to fast track your career in Wealth Management

Your Roles & Responsibilities:

• 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.

Who are we looking out for:

• Candidate must possess at least a Diploma or Degree in any field i.e. 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 i.e. Unit Trust, Bancassurance, Structured Products, Dual Currency Investments
• Good inter-personal and communication skills

About Hong Leong Bank

We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.

We seek to strike a balance between diversity, inclusion and merit to achieve our mission of infusing diversity in thinking and skillsets into our organisation.

Candidates are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available.

Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation.