Priority Banking Relationship Manager (Nationwide)
Hong Leong Bank
Banks
8054 Mühlriegel, Steiermark - Österreich
Senior Specialist / Project Manager
Experteer Overview
In this role you will strengthen profitable relationships with Retail High Net Worth clients, driving revenue through wealth management solutions. You will partner with product teams to offer proactive advisory services and cross-sell wealth and consumer products. You will grow the Priority Banking portfolio and expand the client base through referrals and personalized service. You will contribute to Hong Leong Bank’s digital-first culture, supporting market presence and organizational goals while shaping impactful client experiences.
Compensation / Benefits
- strong culture of collaboration
- fast-track career growth in Wealth Management
Responsibilities
- Build and deepen client relationships to generate revenue within wealth management
- Market investment products and cross-sell consumer products (mortgages, credit cards)
- Grow new and existing PB client base via referrals and personalized advisory services
- Acquire and expand Priority Banking relationships in line with segment goals
- Collaborate with Product Owner and Investment Consultant to deliver proactive financial services to affluent clients
- Support Centre Manager to promote market presence and help meet individual and overall targets
Key requirements
- Diploma or Degree in any field
- PCE (Life); PCE (General); CIELI; FIMM/FMUTM licenses; IPPC advantageous
Description
In this role you will strengthen profitable relationships with Retail High Net Worth clients, driving revenue through wealth management solu…
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