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.
- 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 team
- Acquisition and growth of Priority Banking customer relationship and portfolio in accordance to PB segment business goal.
- Managerial (team/group responsibilities)
- Worked 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.
- Candidate must possess at least a Diploma or Degree in any field i.e Banking / Accounting & 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