Hong Leong Group
Hong Leong Group
Hong Leong Group is an Asian conglomerate with businesses spanning financial services, manufacturing, property, and hospitality. Its financial operations include banking, insurance, and investment banking; its manufacturing interests include automotive and semiconductors. The group also develops and invests in integrated mixed-use properties and hospitality ventures. Across Southeast Asia, Greater China, Europe, and Oceania, Hong Leong Group’s businesses are managed with a focus on long-term, sustainable value creation.

Priority Banking Relationship Manager

Grow a portfolio of affluent customers through relationship management and wealth product sales. Support Hong Leong Bank’s Malaysian branch network and help deliver sales targets.

Description

  • Build profitable customer relationships, deepen accounts, generate revenue and promote wealth management.
  • Market investment products and cross-sell Hong Leong Bank consumer products, including mortgages and credit cards, to new and existing Priority Banking customers.
  • Grow the customer base through referrals and personalized advisory services, delivered directly or with the Investment Consultant team.
  • Acquire and develop Priority Banking relationships and portfolios in line with segment business goals.
  • Partner with the Product Owner and Investment Consultant to provide proactive, personalized financial services to affluent customers.
  • Help the Centre Manager strengthen market presence, meet individual sales targets and support overall targets.

Requirements

  • Diploma or degree in any field; relevant areas include banking, accounting and finance, economics, marketing or business studies.
  • Required licenses: PCE (Life), PCE (General), CIELI and FIMM/FMUTM.
  • IPPC qualification is an advantage.
  • Enthusiasm for achieving success and willingness to work in a sales-driven environment.
  • Strong track record and knowledge of wealth products, including unit trusts, bancassurance, structured products and dual currency investments.
  • Good interpersonal and communication skills.

Benefits

  • Collaborative culture with opportunities to learn from banking leaders and subject matter experts while contributing to change and impact.
  • Opportunity to accelerate a career in wealth management.
  • Ongoing learning and career development opportunities.
  • Career progression and internal talent development opportunities.

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