Priority Banking Client Advisor

HLB; Miri; On-site; MYR 60,000 - 90,000; Full time

Job summary

Hong Leong Bank is seeking talents for a Wealth Management oriented role targeting Retail High Net Worth clients. The position emphasizes building client relationships, cross-selling investment products, and expanding the Priority Banking portfolio within a vibrant sales-driven culture.

The role requires relevant diplomas or degrees and possession of core licenses; IPPC is an advantage. You’ll work with experienced teams to deliver tailored financial services and drive revenue growth across

Qualifications

• Diploma or degree in a relevant field such as banking, finance or business.
• Licenses: PCE (Life); PCE (General); CIELI; FIMM/FMUTM; IPPC is a plus.
• Sales-driven with proven track record in wealth products and advisory services.

Responsibilities

• Build profitable relationships with customers to deepen portfolio revenue.
• Market investment products and cross-sell HLBB consumer products (mortgages, cards).
• Expand client base via referrals and personalized advisory services.
• Acquire and grow Priority Banking relationships to meet business goals.
• Collaborate with Product Owner/Investment Consultant to serve affluent clients.
• Support Centre Manager in promoting market presence and achieving targets.

Skills

Wealth management sales

Licenses & certifications

Client relationship management

Education

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

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 ourmission of infusing diversity in thinking and skillsets into our organisation.Candidatesare 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.