Priority Banking Relationship Manager

Hong Leong Group

. Build profitable relationships with customers from their portfolios to deepen and broaden account relationships, generate revenue, and focus on wealth management .

Posted 10/12/2026full-timeMersing • MalaysiaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in wealth management and customer relationship building, with a strong focus on marketing investment products and achieving sales targets. Proficient in delivering personalized financial services to affluent customers while supporting overall business goals.

Highest-signal resume keywords

Wealth ManagementCustomer Relationship ManagementInvestment Products MarketingSales-Driven EnvironmentFinancial Services Advisory

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Unit Trust KnowledgeBancassurance KnowledgeStructured Products KnowledgeDual Currency Investments KnowledgePortfolio Management

Soft Skills

Interpersonal SkillsCommunication Skills

Certifications & Qualifications

PCE (Life)PCE (General)CIELIFIMM/FMUTMIPPC

Industry Keywords

Priority BankingCustomer AcquisitionCross-SellingMarket PresenceFinancial Services

About the role

Key responsibilities & impact

Build profitable relationships with customers from their portfolios to deepen and broaden account relationships, generate revenue, and focus on wealth management
Market investment products and cross-sell HLBB consumer products, including mortgages and credit cards, to new and existing Priority Banking customers
Expand the customer base through referrals and personalized/advisory services delivered personally or through the Investment Consultant team
Acquire and grow Priority Banking customer relationships and portfolios in line with PB segment business goals
Work with the Product Owner and Investment Consultant to offer proactive and personalized financial services to affluent-segment customers
Support the Centre Manager in promoting and developing market presence, delivering individual targets and supporting overall targets

Requirements

What you’ll need

Candidate must possess at least a Diploma or Degree in any field, such as Banking, Accounting & Finance, Economics, Marketing, or Business Studies
Required licenses: PCE (Life), PCE (General), CIELI, FIMM/FMUTM
IPPC is an advantage
Passion for success and willingness to work in a sales-driven environment
Good track record and knowledge of wealth products, including Unit Trust, Bancassurance, Structured Products, and Dual Currency Investments
Good interpersonal and communication skills

Benefits

Comp & perks

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
Lifelong learning and career development opportunities
Career growth and talent development from within the organisation