Priority Banking Relationship Manager

Hong Leong Group

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

Posted 11/2/2026full-timeMalaysiaMid-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 sales-driven strategies and personalized financial services for affluent clients. Proficient in marketing investment products and expanding customer portfolios to achieve business goals.

Highest-signal resume keywords

Wealth ManagementCustomer Relationship ManagementSales-Driven EnvironmentInvestment Products KnowledgeFinancial Services

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Unit TrustBancassuranceStructured ProductsDual Currency InvestmentsPortfolio Management

Soft Skills

Inter-Personal SkillsCommunication Skills

Certifications & Qualifications

PCE (Life)PCE (General)CIELIFIMM/FMUTMIPPC

Industry Keywords

Priority BankingCustomer ReferralsMarket PresenceFinancial AdvisoryConsumer Products

About the role

Key responsibilities & impact

Build profitable relationships with customers from their portfolio to deepen and broaden account relationships, generate revenue, and focus on wealth management.
Market investment products and cross-sell Hong Leong Bank Berhad's consumer products to new and existing Priority Banking customers, including mortgages and credit cards.
Expand the new customer base through customer referrals and personalized/advisory services provided personally or through the Investment Consultant team.
Acquire and grow Priority Banking customer relationships and portfolios according to 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 to deliver individual targets and support overall targets.

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