If you are looking to excel and make a difference, take a closer look at us…
Responsibilities:
- Source for and acquire new clients that are in line with the Bank’s Wealth Management target markets
- Build, manage and deepen new and existing relationships with clients so to enable to a long term and holistic banking relationship with the Bank
- Work closely with Investments Counsellors to co-manage the portfolio of clients and generate investment revenue
- Deliver excellent service to clients and deepen relationship by value-adding to clients’ wealth management needs
- Aspire to achieve individual performance objectives, from client book development, sales /financials, to upholding risk/compliance culture
- Have a comprehensive understanding of the local regulatory requirements of the investment advisory business and apply this knowledge appropriately
- Ensure that all transactions comply with the Bank and regulatory requirements
- Conduct business with a high degree of professionalism and integrity
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.
