Priority Banking Client Advisor

Hong Leong Bank Berhad; Sarawak; On-site; MYR 60,000 - 120,000; Full time

Job summary

Hong Leong Bank Berhad is seeking talents with passion for wealth management to serve Retail High Net Worth clients. The role emphasizes building profitable relationships, cross-selling investment products and expanding the client base through referrals and advisory services.

Candidates should possess a diploma or degree with relevant licenses and demonstrate strong interpersonal skills and professionalism in a sales-driven 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 in a sales-driven environment.
• Knowledge of wealth products: Unit Trust, Bancassurance, Structured Products, Dual Currency Investments
• Strong interpersonal and communication skills

Responsibilities

• Build profitable relationships with customers from their portfolio to deepen and broaden account relationships and generate revenue in wealth management.
• Market investment products and cross-sell HLBB's consumer products (mortgages and credit cards).
• Expand new customer base through referrals and advisory services provided personally or through the Investment Consultant team.
• Acquire and grow Priority Banking customer relationships and portfolios in line with PB segment goals.
• Collaborate with Product Owner, Investment Consultant to offer proactive financial services to affluent segment customers.
• Support Centre Manager in promoting and developing market presence to achieve targets.

Skills

Sales skills

Wealth management knowledge

Interpersonal skills

Professionalism

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 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.