Priority Banking Relationship Manager – Wealth Solutions

Hong Leong Bank Berhad; Johor; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading financial institution is seeking a passionate individual for a Wealth Management role. Responsible for managing customer relationships, expanding portfolios, and marketing wealth products. Candidates should have a Diploma or Degree in relevant fields and required licenses such as PCE (Life) and PCE (General). If you thrive in a sales-driven environment and possess strong interpersonal skills, apply now to realise your full potential in this dynamic banking role.

Benefits

Strong culture of collaboration

Fast-track career opportunities

Qualifications

• Mandatory education background in relevant fields such as Banking or Finance.
• Licenses such as PCE (Life) and PCE (General) required.
• Strong personal drive to succeed in a sales-oriented environment.

Responsibilities

• Build profitable relationships with customers to enhance account relationships.
• Market investment products and cross-sell consumer products to clients.
• Expand the customer base through referrals and advisory services.
• Acquisition and growth of Priority Banking relationships.
• Provide personalized financial services to affluent customers.

Skills

Wealth product knowledge

Interpersonal skills

Sales-driven mindset

Good communication skills

Education

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

Tools

PCE (Life)

PCE (General)

CIELI

FIMM/FMUTM

IPPC (advantage)

Job description

A leading financial institution is seeking a passionate individual for a Wealth Management role. Responsible for managing customer relationships, expanding portfolios, and marketing wealth products. Candidates should have a Diploma or Degree in relevant fields and required licenses such as PCE (Life) and PCE (General). If you thrive in a sales-driven environment and possess strong interpersonal skills, apply now to realise your full potential in this dynamic banking role.