Wealth Management: Priority Banking Relationship Lead

Hong Leong Bank Berhad; Kampung Malaysia Tambahan; On-site; MYR 60,000 - 100,000; Full time

Job summary

Hong Leong Bank Berhad is seeking a dynamic professional in Kuala Lumpur to advance wealth management relationships and drive revenue growth. The role focuses on advising affluent clients, cross-selling wealth and consumer products, and expanding the customer base through referrals and personalized advisory services.

Responsibilities include collaborating with Investment Consultants, supporting market presence, and meeting PB segment goals while delivering proactive financial services to

Qualifications

• Experience or interest in wealth products and advisory services.
• Strong communication and client relationship skills.
• Ability to work in a sales-driven banking environment.

Responsibilities

• Build profitable relationships with customers and deepen account relationships to generate revenue in wealth management.
• Market wealth products and cross-sell consumer products including mortgages and credit cards.
• Expand new customer base through referrals and advisory services with Investment Consultant team.
• Acquire and grow Priority Banking customer relationships aligned to PB segment goals.
• Collaborate with Product Owner and Investment Consultant to offer proactive financial services to affluent clients.
• Support Centre Manager to promote market presence and achieve individual and team targets.

Skills

Wealth management knowledge

Relationship building

Interpersonal communication

Sales driven

Education

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

Job description

Hong Leong Bank Berhad is seeking a dynamic professional in Kuala Lumpur to advance wealth management relationships and drive revenue growth. The role focuses on advising affluent clients, cross-selling wealth and consumer products, and expanding the customer base through referrals and personalized advisory services.

Responsibilities include collaborating with Investment Consultants, supporting market presence, and meeting PB segment goals while delivering proactive financial services to