Wealth Growth & Client Engagement Specialist

Hong Leong Bank Berhad; Kuala Lumpur; On-site; MYR 50,000 - 80,000; Full time

Job summary

Hong Leong Bank Berhad in Kuala Lumpur is seeking a Wealth Management Specialist to develop client growth strategies and provide personalized financial services. The ideal candidate should be a Malaysian citizen with a Bachelor's degree in Business or related fields and a minimum of 2 years of sales experience. Responsibilities include collaborating with internal teams, conducting portfolio reviews, and driving business growth. This role offers a chance to work in a dynamic environment focusing on high net worth individuals.

Qualifications

• Malaysian citizen.
• Minimum 2 years of sales experience.

Responsibilities

• Develop and implement client growth strategies.
• Provide personalized financial advice and services.
• Collaborate with internal stakeholders for tailored solutions.
• Conduct regular portfolio reviews and recommend adjustments.
• Stay updated on market trends and investment opportunities.
• Drive business growth and acquire new high net worth clients.
• Share best practices with regional managers.
• Monitor key performance metrics for improvement.

Education

Bachelor's degree in Business, Finance, Marketing, Accounting, Engineering

Job description

Hong Leong Bank Berhad in Kuala Lumpur is seeking a Wealth Management Specialist to develop client growth strategies and provide personalized financial services. The ideal candidate should be a Malaysian citizen with a Bachelor's degree in Business or related fields and a minimum of 2 years of sales experience. Responsibilities include collaborating with internal teams, conducting portfolio reviews, and driving business growth. This role offers a chance to work in a dynamic environment focusing on high net worth individuals.