Priority Banking Client Advisor

Hong Leong Bank; Miri; On-site; MYR 65,000 - 131,000; Full time

Job summary

Hong Leong Bank seeks a Wealth Management professional to serve Retail High Net Worth clients with personalized advisory services and proactive relationship management.

You will leverage deep product knowledge across investments, bancassurance, mortgages and credit cards, while delivering clear recommendations, maintaining excellent interpersonal skills and a strong sales mindset.

Qualifications

• Candidate must possess at least a Diploma or Degree in any field (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 relationships with customers from their portfolio to deepen and broaden account relationships and generate revenue.
• Market investment products and cross-sell HLBB's consumer products to PB customers (mortgages and credit cards).
• Expand new customer base through referrals or advisory services by Investment Consultant team.
• Acquire and grow Priority Banking customer relationships and portfolio per PB segment goals.
• Collaborate with Product Owner and Investment Consultant to offer proactive financial services to affluent segment customers.
• Support Centre Manager in promoting and developing market presence, driving targets.

Skills

Sales skills

Wealth product knowledge

Interpersonal skills

Professionalism

Education

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

Tools

PCE (Life)

PCE (General)

CIELI

FIMM/FMUTM

IPPC

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 in it for 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.

Hong Leong Bank ("HLB") stands proudly as a leading financial services institution based in Malaysia, providing a wide range of comprehensive and innovative financial solutions across the region. These services are delivered through both digital and traditional means, via online and mobile banking, as well as our digital branch concept to provide customers with an efficient and seamless experience aided by technology. As the service and financial landscape changes rapidly with the ever-increasing use of technology, staying attuned to customers needs and desires becomes even more critical to HLB's operations. To stay ahead of these dynamic changes, the Bank has adopted the approach of reimagining banking by embedding digital considerations and customer centricity in every aspect of our operations, from products and services as well as customer care and engagement. HLB's ethos of being Digital-At-The-Core powered by customers-at-the-forefront will continue to lead us to innovate offerings in line with our aspiration of being a highly digital and innovative financial services organization.