Wealth Growth Advisor, Priority Banking

Hong Leong Bank; Penang; Vor Ort; MYR 80.000 - 180.000; Vollzeit

Zusammenfassung

Hong Leong Bank Berhad is seeking a Priority Banking Relationship Manager (Nationwide) to grow and manage client portfolios among the Retail High Net Worth segment. The role emphasizes wealth product knowledge, proactive advisory services, and cross-selling across bank offerings while maintaining professionalism and strong interpersonal skills.

Candidate should hold relevant wealth management licenses and a track record in sales-driven environments, supporting strategic initiatives to expand the

Qualifikationen

• Diploma or Degree in Banking, Accounting & Finance, Economics, Marketing or Business Studies.
• Must hold PCE (Life), PCE (General), CEILLI and FIMM licenses; IPPC is an advantage.
• Sales-driven with a proven track record in wealth management.
• Knowledge of wealth products such as Unit Trusts, Bancassurance, Structured Products, and Dual Currency Investments.

Aufgaben

• Acquire and grow Priority Banking customer relationships and portfolios.
• Offer proactive and personalized financial services with Investment Consultant support.
• Cross-sell investment products and bank services (mortgages, credit cards) to PB clients.
• Collaborate with Product Owner and Investment Consultant to enhance market presence.
• Support Centre Manager to achieve PB targets and expand market footprint.

Kenntnisse

Sales skills

Wealth product knowledge

Interpersonal skills

Professionalism

Ausbildung

Diploma or Degree

Tools

PCE Life

PCE General

CEILLI

FIMM

IPPC

Jobbeschreibung

Hong Leong Bank Berhad is seeking a Priority Banking Relationship Manager (Nationwide) to grow and manage client portfolios among the Retail High Net Worth segment. The role emphasizes wealth product knowledge, proactive advisory services, and cross-selling across bank offerings while maintaining professionalism and strong interpersonal skills.

Candidate should hold relevant wealth management licenses and a track record in sales-driven environments, supporting strategic initiatives to expand the