Wealth Management Advisor, Priority Banking

HLB

Miri

On-site

MYR 60,000 - 90,000

Full time

8 days ago

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Job summary

Hong Leong Bank is seeking talents for a Wealth Management oriented role targeting Retail High Net Worth clients. The position emphasizes building client relationships, cross-selling investment products, and expanding the Priority Banking portfolio within a vibrant sales-driven culture.

The role requires relevant diplomas or degrees and possession of core licenses; IPPC is an advantage. You’ll work with experienced teams to deliver tailored financial services and drive revenue growth across

Qualifications

Diploma or degree in a relevant field such as banking, finance or business.
Licenses: PCE (Life); PCE (General); CIELI; FIMM/FMUTM; IPPC is a plus.
Sales-driven with proven track record in wealth products and advisory services.

Responsibilities

Build profitable relationships with customers to deepen portfolio revenue.
Market investment products and cross-sell HLBB consumer products (mortgages, cards).
Expand client base via referrals and personalized advisory services.
Acquire and grow Priority Banking relationships to meet business goals.
Collaborate with Product Owner/Investment Consultant to serve affluent clients.
Support Centre Manager in promoting market presence and achieving targets.