Priority Banking Relationship Manager

Malaysia (MY)
Basic Salary + Monthly Commission
Apr 14, 2022
Jun 13, 2022
Passed CFA Level I
Employment Type
Full Time

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

Other factors for consideration during interview process include examples of

  • Driving for results

  • Consistency in performance

  • Seeking win-win relationships

  • Demonstrating courage and humility

  • Taking ownership and make things happen

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