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Priority banking relationship manager (nationwide)

Borgo (Provincia di Trento)
Hong Leong Bank
Pubblicato il 31 luglio
Descrizione

If you are looking to excel and make a difference, take a closer look at us…

We are seeking talented individuals who have the passion and the requisite wealth management licenses to cater to our Retail High Net Worth clients. Strong sales skills, 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
* 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 HLBB's consumer products to new and existing PB customers. This includes mortgages and credit cards.
* Expand the customer base through referrals or personalized / advisory services provided personally or through the Investment Consultant team.
* Acquire and grow Priority Banking customer relationships and portfolios in line with segment business goals.
* Collaborate with Product Owners and Investment Consultants to offer proactive and personalized financial services to affluent customers.
* Support the Centre Manager in promoting and developing market presence to meet individual and overall targets.

Who are we looking for :

* Candidate must possess at least a Diploma or Degree in Banking, Accounting & Finance, Economics, Marketing, or Business Studies.
* Required Licenses : PCE (Life); PCE (General); CIELI; FIMM / FMUTM. IPPC certification is an advantage.
* Passion for success and eagerness to work in a sales-driven environment.
* Good track record and knowledge of wealth products such as Unit Trust, Bancassurance, Structured Products, Dual Currency Investments.
* Good interpersonal and communication skills.

About Hong Leong Bank

We are a leading financial institution in Malaysia with a century of entrepreneurial heritage. We provide comprehensive financial services guided by a Digital-at-the-Core ethos, earning industry recognition for our innovative approach in making banking simpler and more effortless for our customers. Our offerings span a vast nationwide network in Malaysia, with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.

We value diversity, inclusion, and merit, and assess candidates based on merit and potential. Our digital initiatives aim to enhance the employee journey, support lifelong learning, and enable career growth within our organization.

Realize your full potential at Hong Leong Bank by applying now.

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