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Priority Banking Relationship Manager (Johor Bahru)

Hong Leong Bank

Hong Leong Bank

Banques

8054 Mühlriegel, Steiermark - Österreich

Chef de projet / Expert confirmé

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.

Rémunérations / Avantages

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

Responsabilités

  • 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

Principales exigences

  • 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

Description du poste

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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