Wealth Management Specialist
3 days ago
We are seeking a Wealth Management Specialist to join our team at Hong Leong Bank. In this role, you will be responsible for building strong relationships with clients, identifying their financial needs, and providing tailored solutions.
Key Responsibilities:
- Build strong relationships with clients to understand their financial needs
- Identify opportunities to cross-sell wealth management products
- Develop and implement personalized financial plans for clients
- Provide excellent customer service and maintain high levels of professionalism
- Stay up-to-date with industry trends and developments to improve product knowledge and selling skills
Requirements:
- Tertiary Education in Banking, Finance, or Business Studies
- SPM with at least 3 credits (for mandatory licensing)
- Preferred skill(s): PCE (General), PCE (Life), PCE (Unit Linked), CEILLI, FIMM & TBE
- Candidates with experience in Banking, Insurance, or Sales related fields are preferred
- Fresh Graduates are welcome to apply
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