Wealth Growth Relationship Manager - Priority Banking

Hong Leong Bank; Kuala Lumpur; Presencial; MYR 60.000 - 120.000; Jornada completa

Descripción de la vacante

Hong Leong Bank in Malaysia invites ambitious professionals to join our Retail High Net Worth wealth management team. You will build profitable relationships with high net worth clients, market investment products and cross-sell consumer products, and expand the client base through referrals and advisory services.

Working with the Investment Consultant team and Product Owner, you will deliver personalized financial services to affluent clients and help achieve PB segment goals while contributing

Formación

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

Responsabilidades

• 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 (mortgages, credit cards) to PB customers.
• Expand new customer base through referrals and advisory services provided personally or via Investment Consultant team.
• Acquire and grow Priority Banking customer relationships and portfolios in line with PB segment goals.
• Collaborate with Product Owner and Investment Consultant to offer proactive and personalized financial services to affluent segment customers.
• Support Centre Manager in promoting and developing market presence to achieve personal and overall targets.

Conocimientos

Sales skills

Wealth product knowledge

Interpersonal skills

Communication skills

Educación

Diploma or Degree in Banking / Accounting & Finance / Economics / Marketing / Business Studies

Descripción del empleo

Hong Leong Bank in Malaysia invites ambitious professionals to join our Retail High Net Worth wealth management team. You will build profitable relationships with high net worth clients, market investment products and cross-sell consumer products, and expand the client base through referrals and advisory services.

Working with the Investment Consultant team and Product Owner, you will deliver personalized financial services to affluent clients and help achieve PB segment goals while contributing