Wealth Acquisition Lead – Priority Banking

ManpowerGroup; Ipoh; On-site; MYR 67,000 - 112,000; Full time

Benefits offered by this job

Sick leave

Annual leave

Medical and Hospitalisation Leave

Training Provided

Medical Insurance

Job summary

Jora Malaysia is seeking an Acquisition Relationship Manager in Priority Banking to acquire and grow a high-value customer base. You will manage relationships, offer sound financial advice, and drive portfolio expansion across a range of wealth banking products.

The role emphasizes building trust with clients, deepening Priority Bank relationships, and promoting products such as unit trusts and bancassurance to clients with substantial AUM.

Qualifications

• Experience in growing a career in the banking wealth sales space.
• Experience in financial services such as personal banking or personal financial consulting is advantageous.
• Candidates with any sales experience are encouraged to apply.

Responsibilities

• Managing key relationships with existing and potential customers and provide sound advice in the effective management of their finances in view of portfolio expansion.
• Acquiring and deepening relationships with New to Bank Priority Bank Clients to identify business opportunities related to own core business products or refer to supporting channels.
• Marketing and promoting a wide range of banking products and services, e.g. unit trusts and bancassurance, to potential clients with AUM above 250k.

Skills

Banking wealth sales

Financial services experience

Sales experience

Self-motivation

Interpersonal communication

FIMM Bancassurance license

Job description

Jora Malaysia is seeking an Acquisition Relationship Manager in Priority Banking to acquire and grow a high-value customer base. You will manage relationships, offer sound financial advice, and drive portfolio expansion across a range of wealth banking products.

The role emphasizes building trust with clients, deepening Priority Bank relationships, and promoting products such as unit trusts and bancassurance to clients with substantial AUM.