Priority Banking Relationship Manager (Nationwide)

Hong Leong Bank

Bancos

8054 Mühlriegel, Steiermark - Österreich

Project Manager Sénior / Especialista sénior

Experteer Overview

In this role you will strengthen profitable relationships with Retail High Net Worth clients, driving revenue through wealth management solutions. You will partner with product teams to offer proactive advisory services and cross-sell wealth and consumer products. You will grow the Priority Banking portfolio and expand the client base through referrals and personalized service. You will contribute to Hong Leong Bank’s digital-first culture, supporting market presence and organizational goals while shaping impactful client experiences.

Compensaciones / Beneficios

strong culture of collaboration
fast-track career growth in Wealth Management

Responsabilidades

Build and deepen client relationships to generate revenue within wealth management
Market investment products and cross-sell consumer products (mortgages, credit cards)
Grow new and existing PB client base via referrals and personalized advisory services
Acquire and expand Priority Banking relationships in line with segment goals
Collaborate with Product Owner and Investment Consultant to deliver proactive financial services to affluent clients
Support Centre Manager to promote market presence and help meet individual and overall targets

Requisitos principales

Diploma or Degree in any field
PCE (Life); PCE (General); CIELI; FIMM/FMUTM licenses; IPPC advantageous

interpersonal skills professionalism strong communication wealth products knowledge (Unit Trust, Bancassurance, Structured Products, Dual Currency Investments)investment advisory services cross-selling and relationship management

Descripción del puesto

In this role you will strengthen profitable relationships with Retail High Net Worth clients, driving revenue through wealth management solu…

1 millón de puestos de alto nivel con referencia salarial
Deja que los headhunters te ecuentren discretamente
Exclusivamente para profesionales de alto nivel y ejecutivos

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