- Location
- BTP-BATU PAHAT BR, Malaysia · KLG-JALAN MERU, KLANG · PNG-PENANG BR · JBU-JOHOR BAHRU BR · SPT-SUNGAI PETANI BR · KK2-JALAN HAJI SAMAN, KK BR · SBN-SEREMBAN BR · PJA-J OTHMAN,PJ BR · IPH-IPOH-PSR GREEN TOWN BR · KEP-KEPONG BARU BR · BPP-BANDAR PUTERI PUCHONG BR · TDI-TAMAN TUN DR ISMAIL BR · MEL-MELAKA BR · KCG-J PENDING BR · TPI-Southkey Komersil · BMH-J BURMAH BR · PST-J PETALING BR · PRI-SEBERANG JAYA, PRAI BR
- Workplace
- Onsite
- Type
- Full-time
- Department
- Finance
- Seniority
- Manager
- Education
- Diploma
- Industry
- Finance
- Category
- Sales
- Role type
- Individual Contributor
- Environment
- Customer-Facing
- Closing date
- Today
- Source
- Workday
Overview
This role focuses on building and maintaining relationships with Priority Banking clients, offering personalized financial services and investment products. You'll be responsible for portfolio growth, cross-selling consumer products, and working with investment consultants to meet client needs. The position requires specific financial licenses and a proven track record in wealth management products. With opportunities across multiple locations, you'll have the chance to advance your career in wealth management.
Description
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:
Benefit from a strong culture of collaboration by learning from leaders and subject matter experts to drive change and impact in banking
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:
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
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.
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. Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation.
Realise your full potential at Hong Leong Bank by applying now.
Benefits
Licenses & Certifications
Languages
About Hong Leong Bank
A leading financial institution in Malaysia with a century of entrepreneurial heritage, offering comprehensive financial services with a Digital-at-the-Core ethos across a nationwide network and expanding regional presence.
