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Priority Banking Relationship Manager – Penang Island

hlb · Bmh-J Burmah Br

🇬🇧 English

Job description

About the role

We are seeking a motivated Priority Banking Relationship Manager to serve high‑net‑worth clients on Penang Island. The role focuses on wealth management, product cross‑selling and building lasting client relationships.

Key responsibilities

  • Develop and deepen profitable relationships with existing and new Priority Banking customers.
  • Market investment products and cross‑sell mortgages, credit cards and other consumer solutions.
  • Generate new business through referrals and personalized advisory services, collaborating with Investment Consultants.
  • Achieve portfolio growth targets in line with the PB segment business goals.
  • Work closely with Product Owners and the Centre Manager to deliver proactive financial services and enhance market presence.

Required profile

  • Diploma or degree in Banking, Accounting & Finance, Economics, Marketing, Business Studies or related field.
  • Relevant licenses: PCE (Life), PCE (General), CIELI, FIMM/FMUTM (IPPC preferred).
  • Strong sales drive, proven track record in wealth products such as unit trusts, bancassurance, structured products and dual‑currency investments.
  • Excellent interpersonal and communication abilities.

Required skills

    What we offer

    • Collaborative culture with learning opportunities from senior leaders and subject‑matter experts.
    • Fast‑track career progression in wealth management.
    • Exposure to a leading regional bank with a digital‑at‑core focus.

    Questions fréquentes

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    Published 1 month ago

    Expires 2 weeks from now

    32 views · 0 interested

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    hlb

    Bmh-J Burmah Br