Priority Banking Relationship Manager (Perak)

Hong Leong Bank; Ipoh; On-site; MYR 30,000 - 70,000; Full time

Job summary

An established industry player in financial services is seeking a passionate Priority Banking Relationship Manager to enhance client relationships and drive wealth management success. This role offers the opportunity to work in a sales-driven environment, where you will develop and maintain a portfolio of high net worth clients while promoting a range of investment products. With a strong culture of collaboration and professional growth, you will benefit from learning directly from experts in the field. Join a forward-thinking institution that values innovation and strives to simplify banking for its customers.

Benefits

Career advancement opportunities

Collaborative work culture

Access to industry experts

Qualifications

• Must have a Diploma or Degree in relevant fields.
• Required licenses include PCE (Life) and PCE (General).

Responsibilities

• Build profitable relationships to generate revenue in wealth management.
• Market investment products and cross-sell consumer products.

Skills

Interpersonal Skills

Sales Skills

Wealth Product Knowledge

Communication Skills

Education

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

Tools

PCE (Life)

PCE (General)

CIELI

FIMM/FMUTM

IPPC

Job description

Priority Banking Relationship Manager (Perak)

Apply locations: IPH-IPOH-PSR GREEN TOWN, BR STW-SITIAWAN, BR TIN-TELUK INTAN, BR TGM-TANJUNG MALIM

Posted 30+ Days Ago

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.

Realise your full potential at Hong Leong Bank by applying now.