Deskripsi Pekerjaan
Join Hong Leong Bank as a Priority Banking Relationship Manager and become a trusted advisor to high-net-worth clients in Kedah. This dynamic role offers the opportunity to drive financial growth while delivering exceptional personalized banking experiences. You'll leverage industry expertise to develop comprehensive wealth management solutions, build long-term client partnerships, and contribute to Hong Leong Bank's reputation for excellence in financial services. With competitive compensation and career advancement opportunities, this position is ideal for motivated professionals seeking to make a significant impact in Malaysia's banking sector.
Tanggung Jawab
- Manage and grow a portfolio of high-net-worth clients in the priority banking segment
- Develop personalized financial solutions including investment, credit, and wealth management products
- Conduct regular portfolio reviews and financial planning sessions to align with clients' goals
- Identify cross-selling opportunities for banking products and services
- Maintain comprehensive client relationship management documentation
- Collaborate with internal teams to ensure seamless service delivery
- Stay updated on market trends and regulatory changes affecting wealth management
Kualifikasi
- Bachelor's degree in Finance, Business, Economics, or related field
- Minimum 3 years of experience in private banking, wealth management, or client advisory roles
- Strong interpersonal and communication skills with client-centric approach
- Proven track record in achieving sales targets and KPIs
- Relevant certifications (e.g., CFP, CFA, or Wealth Management) preferred
- Proficiency in digital banking platforms and CRM systems
- Fluency in English and Bahasa Malaysia