Priority Banking Relationship Manager
6 months ago
Priority Banking Relationship Manager (Sarawak)
**If you are looking to excel and make a difference, take a closer look at us...**
**What's in it for you**:
- Opportunity to fast track your career in Wealth Management
**Your Roles & Responsibilities**:
- 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.
**Who are we looking out for**:
- 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
About Hong Leong Bank
We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.
Job ID JR0000012110
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