Priority Wealth Advisor (Nationwide) - Grow HNW Portfolios

Hong Leong Bank; Malaysia; Remote; MYR 120,000 - 160,000; Full time

Job summary

Hong Leong Bank is hiring a Priority Banking Relationship Manager to serve nationwide clients. You will build profitable relationships within the Priority Banking portfolio, driving revenue through wealth products and tailored advisory services.

The role requires strong sales capability, deep knowledge of wealth products, and excellent interpersonal skills. A professional demeanor and valid wealth-management licenses are essential for success in this sales-driven environment.

Qualifications

• Candidate must possess at least a Diploma or Degree in Banking / Accounting & Finance / Economics / Marketing / Business Studies.
• Required licenses: PCE (Life); PCE (General); CIELI; FIMM/FMUTM.
• Sales-oriented with passion for wealth products and ability to cross-sell.
• Strong relationship-building and communication skills.

Responsibilities

• Build profitable relationships with customers from their portfolio, to deepen and broaden account relationships to generate revenue in wealth management.
• Market investment products and cross-sell HLBB's consumer products to Priority Banking clients.
• Grow new customer base through referrals and advisory services with Investment Consultant support.
• Acquire and grow Priority Banking relationships in line with PB targets.
• Collaborate with Product Owner and Investment Consultant to offer proactive financial services to affluent clients.
• Support Centre Manager to promote market presence and achieve individual targets.

Skills

Wealth management knowledge

Sales-driven

Interpersonal skills

Professionalism

Education

Diploma or Degree in Banking/Finance/Business

PCE (Life)

PCE (General)

CIELI

FIMM/FMUTM

Job description

Hong Leong Bank is hiring a Priority Banking Relationship Manager to serve nationwide clients. You will build profitable relationships within the Priority Banking portfolio, driving revenue through wealth products and tailored advisory services.

The role requires strong sales capability, deep knowledge of wealth products, and excellent interpersonal skills. A professional demeanor and valid wealth-management licenses are essential for success in this sales-driven environment.