Senior Wealth Banker
Hong Leong Bank Berhad
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Functional (job responsibilities)
- Develop and implement client acquisition strategies and build a strong client portfolio
- Build and maintain relationships with external partners, referral sources, and industry networks to generate leads
- Work with Regional Priority Banking Heads and Priority Banking Area Managers to identify business opportunities
- Responsibility to meet the target set
- Acquire 2 HWN client per month (minimum AUM of RM300k)
- Refer RM1-2mil volume in Wealth Products per month
- Deposit RM2-3mil per month
Managerial (team/group responsibilities)
- Collaborate closely with cross-functional teams, such as BCB, SME, PFS, Sales Distribution to drive client growth and revenue.
Organizational (organizational responsibilities)
- Support Regional Priority Banking Heads and Head of Wealth Distribution in promoting and developing market presence of HLB Wealth Management, this will ultimately deliver the individual’s and overall target.
Education/Qualification
- Degree in Finance, Economics or any related field
- CFA will be an added advantage
Experience
- Experience in banking with strong networking and marketing skillsets with a keen understanding of Malaysia marketplace
- Knowledge in financial analysis, business and industry knowledge, market intelligent, effective communication, credit skill, negotiation, supervisory and managerial skills
Special Skills
- Possess a good reputation in the market place with a strong client network
About Hong Leong Bank
We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.
We seek to strike a balance between diversity, inclusion and merit to achieve our mission of infusing diversity in thinking and skillsets into our organisation. Candidates are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available. Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation.
Realise your full potential at Hong Leong Bank by applying now.
Summary
Develop client acquisition strategies and manage client relationships to meet financial targets.
Job title
Senior Wealth Banker
Experience level
3+ years
Industry
finance
Location requirements
Located in Malaysia; remote work not allowed.
Salary
Not specified
Management role
No
Required skills
Preferred skills
Specializations
Structured locations inferred from the posting.
Malaysia