Priority Banking Relationship Manager (Petaling Street)

Hong Leong Bank Berhad; Kuala Lumpur; On-site; MYR 50,000 - 70,000; Full time

Benefits offered by this job

Strong culture of collaboration

Fast-track career opportunities

Job summary

Hong Leong Bank Berhad is seeking passionate candidates for a role in Wealth Management in Kuala Lumpur, Malaysia. Ideal candidates will have a strong sales background, wealth product knowledge, and the necessary wealth-management licenses.

Your role will involve building strong relationships with affluent clients, marketing investment products, and expanding customer portfolios to achieve set revenue targets.

Join us and fast-track your career in a collaborative environment that values impact and success.

Qualifications

• Must possess a Diploma or Degree in a relevant field.
• Required licenses including PCE (Life) and PCE (General).
• Passion for success in a sales-driven environment.

Responsibilities

• Build relationships with customers to generate revenue.
• Market investment products and cross-sell consumer products.
• Acquire and grow Priority Banking customer relationships.

Skills

Sales skills

Wealth product knowledge

Interpersonal skills

Communication skills

Education

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

Tools

PCE (Life)

PCE (General)

CIELI

FIMM/FMUTM

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 interpersonal and communication skills.