Wealth Management Advisor — Priority Banking

Hong Leong Bank Berhad; Sarawak; On-site; MYR 60,000 - 120,000; Full time

Job summary

Hong Leong Bank Berhad is seeking talents with passion for wealth management to serve Retail High Net Worth clients. The role emphasizes building profitable relationships, cross-selling investment products and expanding the client base through referrals and advisory services.

Candidates should possess a diploma or degree with relevant licenses and demonstrate strong interpersonal skills and professionalism in a sales-driven environment.

Qualifications

• 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 in a sales-driven environment.
• Knowledge of wealth products: Unit Trust, Bancassurance, Structured Products, Dual Currency Investments
• Strong interpersonal and communication skills

Responsibilities

• Build profitable relationships with customers from their portfolio to deepen and broaden account relationships and generate revenue in wealth management.
• Market investment products and cross-sell HLBB's consumer products (mortgages and credit cards).
• Expand new customer base through referrals and advisory services provided personally or through the Investment Consultant team.
• Acquire and grow Priority Banking customer relationships and portfolios in line with PB segment goals.
• Collaborate with Product Owner, Investment Consultant to offer proactive financial services to affluent segment customers.
• Support Centre Manager in promoting and developing market presence to achieve targets.

Skills

Sales skills

Wealth management knowledge

Interpersonal skills

Professionalism

Education

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

Job description

Hong Leong Bank Berhad is seeking talents with passion for wealth management to serve Retail High Net Worth clients. The role emphasizes building profitable relationships, cross-selling investment products and expanding the client base through referrals and advisory services.

Candidates should possess a diploma or degree with relevant licenses and demonstrate strong interpersonal skills and professionalism in a sales-driven environment.