Priority Banking Wealth Advisor — Grow Client Portfolios

hlb; Miri; On-site; MYR 60,000 - 120,000; Full time

Job summary

Hong Leong Bank invites experienced wealth sales professionals to join our Retail High Net Worth team. You will cultivate profitable relationships with PB clients, promote wealth investments, mortgages and credit cards, and grow the Priority Banking portfolio.

We seek candidates with a Diploma or Degree and relevant licenses (PCE Life, PCE General, CIELI, FIMM/FMUTM; IPPC advantageous). A sales-driven mindset and strong interpersonal skills are essential to succeed in this role.

Qualifications

• Diploma or Degree in Banking / Accounting & Finance / Economics / Marketing / Business Studies.
• Licences: PCE (Life); PCE (General); CIELI; FIMM/FMUTM. IPPC will be an advantage.
• Passion for success and a sales-driven environment.
• Good knowledge of wealth products (Unit Trust, Bancassurance, Structured Products, Dual Currency Investments).
• Good interpersonal and communication skills.

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.

Skills

Sales skills

Wealth product knowledge

Interpersonal skills

Professionalism

Education

Diploma or Degree (any field)

Job description

Hong Leong Bank invites experienced wealth sales professionals to join our Retail High Net Worth team. You will cultivate profitable relationships with PB clients, promote wealth investments, mortgages and credit cards, and grow the Priority Banking portfolio.

We seek candidates with a Diploma or Degree and relevant licenses (PCE Life, PCE General, CIELI, FIMM/FMUTM; IPPC advantageous). A sales-driven mindset and strong interpersonal skills are essential to succeed in this role.