Priority Banking Relationship Manager (Johor)

Hong Leong Bank

Banks

8054 Mühlriegel, Steiermark - Österreich

Senior Specialist / Project Manager

Experteer Overview

In this role you build and deepen relationships with High Net Worth clients in retail banking, focusing on wealth management to drive revenue. You collaborate with product teams and advisers to offer proactive, personalized financial services. The position sits within a culture that values collaboration and fast career progression in wealth management, with opportunities to impact client portfolios and market presence.

Compensation / Benefits

culture of collaboration
fast-track your career in Wealth Management
learn from leaders and experts
digital-first ethos in banking
wide network across Malaysia and region

Responsibilities

Build profitable client relationships across portfolios to generate revenue in wealth management
Market investment products and cross-sell consumer products (mortgages, credit cards) to PB customers
Grow new client base via referrals and advisory services offered personally or by Investment Consultant team
Acquire and expand Priority Banking relationships according to segment goals
Collaborate with Product Owner and Investment Consultant to deliver tailored financial services to affluent clients
Support Centre Manager in promoting market presence to achieve personal and team targets

Key requirements

Diploma or Degree in any field (e.g., Banking, Accounting & Finance, Economics, Marketing, Business Studies)
Licenses: PCE (Life); PCE (General); CIELI; FIMM/FMUTM; IPPC an advantage
Passion for success in a sales-driven environment
Good track record and knowledge of wealth products (Unit Trust, Bancassurance, Structured Products, Dual Currency Investments)
Strong interpersonal and communication skills

interpersonal skills communication skills professionalism wealth products knowledge (Unit Trust, Bancassurance, Structured Products, Dual Currency Investments)market knowledge of investment products cross-selling of financial services

Description

In this role you build and deepen relationships with High Net Worth clients in retail banking, focusing on wealth management to drive revenu…

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