Priority Banking Relationship Manager

2 days ago

Ipoh, Malaysia Hong Leong Bank Full time

Priority Banking Relationship Manager (Perak)

**If you are looking to excel and make a difference, take a closer look at us...**

We are seeking talents who have the passion and requisite wealth management licenses to cater to our Retail High Net Worth clients. Strong sales and wealth product knowledge, good interpersonal skills and professionalism are key for this role.

**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 JR0000012111

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