Wealth Management Professional

2 weeks ago


Sibu, Sarawak, Malaysia Hong Leong Bank Full time
{"About the Role": "Priority Banking Relationship Manager

We are seeking a talented individual to join our team as a Priority Banking Relationship Manager. As a key member of our wealth management team, you will be responsible for building and maintaining relationships with our high net worth clients, providing them with personalized financial services and solutions to meet their needs.

", "Key Responsibilities": "
  • Develop and implement strategies to deepen and broaden relationships with existing clients, with the goal of generating revenue and expanding our wealth management business.
  • Market and sell investment products, as well as cross-sell our consumer products, including mortgages and credit cards, to new and existing Priority Banking customers.
  • Identify and acquire new customers through referrals and personalized advisory services, with the aim of expanding our Priority Banking customer base.
  • Work closely with our Product Owner and Investment Consultant teams to offer proactive and personalized financial services to our affluent segment customers.
  • Support the Centre Manager in promoting and developing market presence, with the ultimate goal of delivering individual and overall targets.
", "Requirements": "
  • Candidate must possess at least a Diploma or Degree in any field, including Banking, Accounting & Finance, Economics, Marketing, or 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, including Unit Trust, Bancassurance, Structured Products, and Dual Currency Investments.
  • Good inter-personal and communication skills.
", "About Us": "

We are a leading financial institution in Malaysia, backed by a century of entrepreneurial heritage. Our comprehensive financial services are guided by a Digital-at-the-Core ethos, earning us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers.

", "Why Join Us": "

We seek to strike a balance between diversity, inclusion, and merit to achieve our mission of infusing diversity in thinking and skillsets into our organisation. Candidates are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available.

", "Join Our Team": "

Realise your full potential at Hong Leong Bank by applying now.

", "Contact Information": "

Please note that we do not accept applications via email or phone. All applications must be submitted through our official website.

", "Disclaimer": "

By applying for this role, you acknowledge that you have read and understood our privacy policy and terms of use.

", "Language": "English"}

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