Priority Banking Wealth Advisor—Nationwide

Hong Leong Bank; George Town; On-site; MYR 67,000 - 134,000; Full time

Job summary

Hong Leong Bank in Malaysia is seeking talents with passion and the requisite wealth management licenses to serve our Retail High Net Worth clients. Strong sales discipline, wealth product knowledge, professionalism, and excellent interpersonal skills are essential for success.

You will build profitable client relationships, market wealth products including Unit Trusts and Bancassurance, cross-sell consumer banking products, and collaborate with the Investment Consultant team to deliver

Qualifications

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

Responsibilities

• Build profitable relationships with customers from their portfolio to deepen and broaden account relationships.
• Market wealth products and cross-sell HLBB's consumer products (mortgages, credit cards).
• Expand new customer base via referrals or advisory services with Investment Consultant team.
• Acquire and grow Priority Banking customer relationships and portfolios.
• Collaborate with Product Owner/Investment Consultant to offer proactive financial services.
• Support Centre Manager in promoting market presence and achieving targets.

Skills

Sales skills

Wealth product knowledge

Interpersonal skills

Professionalism

Communication

Education

Diploma or Degree (Banking/Accounting & Finance/Economics/Marketing/Business)

Tools

PCE (Life)

PCE (General)

CIELI

FIMM/FMUTM

IPPC advantageous

Job description

Hong Leong Bank in Malaysia is seeking talents with passion and the requisite wealth management licenses to serve our Retail High Net Worth clients. Strong sales discipline, wealth product knowledge, professionalism, and excellent interpersonal skills are essential for success.

You will build profitable client relationships, market wealth products including Unit Trusts and Bancassurance, cross-sell consumer banking products, and collaborate with the Investment Consultant team to deliver