Priority Banking Wealth Advisor

Hong Leong Bank

Sarawak

On-site

MYR 50,000 - 120,000

Full time

2 days ago

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Job summary

Hong Leong Bank Berhad is seeking talented professionals to join our Retail High Net Worth team in Malaysia. The role focuses on building profitable client relationships, delivering bespoke wealth management solutions and achieving revenue targets.

You will promote investment products, cross-sell bancassurance and other HLBB offerings to affluent clients, grow the Priority Banking portfolio, and collaborate with Investment Consultants to provide personalised financial services.

Qualifications

A Diploma or Degree in Banking, Accounting & Finance, Economics, Marketing or Business Studies.
Passion for success and sales-driven attitude.
Good knowledge of wealth products (Unit Trust, Bancassurance, Structured Products, Dual Currency Investments).

Responsibilities

Building profitable relationships with customers from their portfolio to deepen and broaden account relationships.
Market investment products and cross-sell HLBB's consumer products to PB clients.
Expand new customer base through referrals and advisory services.
Acquire and grow Priority Banking customer relationships and portfolios.
Collaborate with Product Owner and Investment Consultant to offer personalised financial services.
Support Centre Manager in promoting market presence and achieving targets.