Bancassurance Wealth Manager
Hong Leong Bank Berhad(3 years ago)
About this role
A Wealth Advisory role within Hong Leong Bank’s Private and Priority Banking division focused on serving high-net-worth clients and supporting the Regional Wealth Management business. The position sits at the intersection of client relationship support and product expertise, working closely with relationship managers and insurer partners to drive the bank’s wealth offerings.
Required Skills
- Wealth Advisory
- Business Development
- Relationship Management
- Insurance Advisory
- RM Coaching
- Product Briefing
- Post-Sales
- Seminar Presentation
- Client Engagement
- Communication Skills
Qualifications
- Undergraduate Degree
- Diploma
- Insurance Certification (Preferred)
About Hong Leong Bank Berhad
hlb.com.myHong Leong Bank Malaysia offers a host of personal financing products and services ranging from loans, credit cards, online banking, mobile banking and more. All designed to cater for the different needs and lifestyles of the customers.
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