Wealth Relationship Manager – Priority Banking

Hong Leong Bank; Putrajaya; Presencial; MYR 60.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Mentorship from leaders

Career growth in wealth management

Descripción de la vacante

Hong Leong Bank Berhad is seeking a Wealth Management professional to build and deepen profitable client relationships within the Priority Banking segment in Malaysia.

You will market investment products, cross-sell consumer offerings, and expand the client base through referrals and advisory services. The role emphasizes collaboration with the Investment Consultant team and meeting PB targets.

Formación

• Candidate must possess at least a Diploma or Degree in any field i.e. 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 keen to work in a sales-driven environment.
• Good track record and knowledge of wealth products i.e. Unit Trust, Bancassurance, Structured Products, Dual Currency Investments
• Good inter-personal and communication skills

Responsabilidades

• Building profitable relationships with customers from their portfolio, to deepen and broaden account relationships with the objective to generate revenue and focus on wealth management.
• Market investment products as well as cross-sell of HLBB's consumer product to the new and existing PB customer. This will include mortgages and credit cards.
• Expand on new customer base through referrals from customers or through personalized/advisory services provided personally or through the Investment Consultant team
• Acquisition and growth of Priority Banking customer relationship and portfolio in accordance to PB segment business goal.
• Work with Product Owner, Investment Consultant to offer proactive and personalized financial services to the affluent segment customer.
• To support Centre Manager in promoting and developing market presence, this will ultimately deliver the individual jobholder's target and support overall target.

Conocimientos

Wealth products knowledge

Sales orientation

Interpersonal skills

Communication

Educación

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

Descripción del empleo

Hong Leong Bank Berhad is seeking a Wealth Management professional to build and deepen profitable client relationships within the Priority Banking segment in Malaysia.

You will market investment products, cross-sell consumer offerings, and expand the client base through referrals and advisory services. The role emphasizes collaboration with the Investment Consultant team and meeting PB targets.