Priority Banking, Relationship Manager

Hong Leong Bank Berhad; Kedah; On-site; MYR 40,000 - 70,000; Full time

Job summary

A financial institution in Malaysia is seeking a Relationship Manager for their Priority Banking division. In this role, you will foster long-term customer relationships and provide tailored financial advisory services. Candidates should possess a minimum of a diploma in a relevant field and have 1-5 years of experience in a financial institution. The position requires strong financial knowledge, proven sales ability, and exceptional interpersonal skills. A competitive package and opportunities for career advancement are offered.

Qualifications

• Minimum Diploma or Undergraduate degree in a related field.
• 1-5 years of relevant experience in a financial institution.
• Must meet BNM Fit and Proper criteria.

Responsibilities

• Establish and nurture long-term customer relationships.
• Acquire and prospect new Priority Banking customers.
• Contribute to achieving profit and growth targets.
• Collaborate with teams to provide personalized financial services.
• Ensure compliance with risk and compliance standards.
• Deliver excellent customer service.

Skills

Sales track record

Excellent communication skills

Financial knowledge

Interpersonal skills

Team player

Education

Diploma or Undergraduate degree in Accounting, Banking, Investment, Finance

Job description

OVERVIEW

Are you a highly motivated and results-driven individual with a passion for building strong client relationships and a deep understanding of financial advisory and wealth products? Hong Leong Bank (HLB) is looking for a Relationship Manager to join our Priority Banking division.

This job advertisement is for branches in Kedah, Penang Mainland and Perlis.

RESPONSIBILITIES

As a Relationship Manager, you will be instrumental in establishing and nurturing long-term customer relationships with HLB Priority Banking clients. You will be responsible for acquiring, developing, and deepening relationships within a portfolio of Priority Banking customers. Your expertise in financial advisory and wealth products will be critical to the success of the business.

• Act as a strategic consultative advisor, developing in-depth customer relationships and generating revenue to meet business goals.
• Actively acquire and prospect new Priority Banking customers, expanding the customer base through referrals and internal leads.
• Consistently contribute to the bottom-line of Priority Banking by achieving personal and team profit and growth targets.
• Collaborate with Product Owners, Investment Consultants, and specialist teams to provide proactive and personalised financial services.
• Up-sell and cross-sell suitable HLB products based on customer needs and financial goals, and provide timely market information updates and trend analysis.
• Ensure all sales and service activities comply with the bank's risk and compliance parameters.
• Deliver excellent customer service and contribute to the overall customer experience of HLB Priority Banking.
• Support the Area Manager in promoting and developing market presence to achieve individual and overall Priority Banking Center targets.

SKILLS & EXPERIENCE WE ARE LOOKING FOR

• Education/Qualification: Minimum Diploma or Undergraduate degree in Accounting, Banking, Investment, Finance, or a related field. A CFP qualification is an advantage.
• Executive: Minimum 1-2 years of relevant experience in a financial institution.
• Assistant Manager/Manager: Minimum 3-5 years of relevant experience in a financial institution.
• Proven sales track record.
• Special Skills: Sound financial knowledge, excellent communication and interpersonal skills, highly motivated and result-driven, team player, and able to work independently.
• Certification/Licensing: Must meet and comply with BNM Fit and Proper criteria, and possess valid licenses such as IPPC, FIMM, PCE, CEILLI, TBE, etc.