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 If you have 2-3 years of sales experience in wealth management priority banking premier banking with a good sales track record and good knowledge of wealth products i e Unit Trust Bancassurance Structured Products Dual Currency Investments we welcome you to apply Job responsibilities List down the essential duties and responsibilities of the job in the 3 areas below where applicable 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 teamAcquisition and growth of Priority Banking customer relationship and portfolio in accordance to PB segment business goal Managerial team group responsibilitiesWorked 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 presences this will ultimately deliver the individual jobholders targets and support overall Centers targets Requirements Candidate must possess at least a Diploma or Degree in any field i e Banking Accounting and Finance Economics Marketing Business Studies Required Licences PCE Life PCE General CIELI FIMM FMUTM IPPC will be an advantage Fluent in English Bahasa Malaysia and Mandarin language dialects Passion for success and keen to work in a sales-driven environment Good inter-personal and communication skills
Type : Company job
Role : Manager
Industry : Banking/Financial Services
Salary : Not Disclosed
Opportunity is never lacking in our progressive and forward-thinking Bank. Growing from strength to strength as one of Malaysia's leading financial institutions, there will always be new grounds explored and fresh, untapped possibilities in the employment arena. In this area, our scope is potentially many times bigger as Hong Leong Bank is part of a large conglomerate. We are currently opening up our doors for performers who can impress us with their talents and take advantage of our competitive remuneration package, personal development programmes and challenging career paths.
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