Priority Banking Relationship Manager (Johor Bahru)

Hong Leong Bank

Banks

8054 Mühlriegel, Steiermark - Österreich

Senior Specialist / Project Manager

Experteer Overview

In this role you will cultivate and expand relationships with Retail High Net Worth clients, delivering tailored wealth guidance and cross-selling banking products. You will collaborate with Investment Consultants to offer proactive financial services and help grow our Priority Banking portfolio. You’ll work in a collaborative, fast-moving environment that rewards performance and supports career progression in Wealth Management. This is a mission-driven opportunity to shape client outcomes within a digital-first bank with regional reach.

Compensation / Benefits

strong culture of collaboration
fast-track career progression in Wealth Management
opportunity to learn from leaders and subject matter experts

Responsibilities

Build profitable client relationships across portfolios to drive revenue in wealth management
Market and cross-sell investment products and consumer banking products (mortgages, credit cards) to PB customers
Acquire and grow Priority Banking relationships and portfolios aligned to segment goals
Collaborate with Product Owner and Investment Consultant to provide personalized financial services to affluent clients
Support Centre Manager to promote market presence and help achieve individual and team targets

Key requirements

Diploma or Degree in any field
PCE (Life); PCE (General); CIELI; FIMM/FMUTM licenses; IPPC (advantage)
Knowledge of wealth products (Unit Trust, Bancassurance, Structured Products, Dual Currency Investments)
Strong sales orientation with a proven track record
Excellent interpersonal and communication skills

Interpersonal skills Communication Professionalism Wealth products knowledge (Unit Trust, Bancassurance, Structured Products, Dual Currency Investments)Cross-selling across banking and wealth products Advisory service delivery to affluent clients

Description

In this role you will cultivate and expand relationships with Retail High Net Worth clients, delivering tailored wealth guidance and cross-s…

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