Priority Banking Relationship Manager – Nationwide

Hong Leong Group

Relationship Manager focused on managing Wealth for High Net Worth clients at Hong Leong Bank. Driving sales in investment products and enhancing customer relationships within Priority Banking sector.

Posted 6/16/2026full-timeBatu Pahat • 🇲🇾 MalaysiaMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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.
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.
Work 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 presence, this will ultimately deliver the individual jobholder's target and support overall target.

Requirements

What you’ll need

Candidate must possess at least a Diploma or Degree in any field i.e. Banking / Accounting & Finance / Economics / Marketing / Business Studies
Required Licenses: PCE (Life); PCE (General); CIELI; FIMM/FMUTM. IPPC will be an advantage
Passion for success and keen to work in a sales-driven environment
Good track record and knowledge of wealth products i.e. Unit Trust, Bancassurance, Structured Products, Dual Currency Investments
Good inter-personal and communication skills

Benefits

Comp & perks

Benefit from a strong culture of collaboration by learning from leaders and subject matter experts to drive change and impact in banking
Opportunity to fast track your career in Wealth Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

wealth managementinvestment productscross-sellingfinancial servicescustomer acquisitionportfolio managementsales strategiesmarket presencewealth productsstructured products

Soft Skills

relationship buildingcommunication skillsinterpersonal skillssales-driven mindsetteam collaborationcustomer serviceadvisory skillsproactive approachtarget-orientedpassion for success

Certifications

PCE (Life)PCE (General)CIELIFIMM/FMUTMIPPC