Senior Wealth Banker

Posted:
10/1/2024, 10:51:40 AM

Experience Level(s):
Senior

Field(s):
Finance & Banking

If you are looking to excel and make a difference, take a closer look at us…

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.

Hong Leong Bank Berhad

Website: https://hlb.com.my/

Headquarter Location: Kuala, Kalimantan Barat, Indonesia

Employee Count: 251-500

Year Founded: 1905

IPO Status: Public

Industries: Banking ⋅ Credit ⋅ Financial Services ⋅ Wealth Management

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