Portfolio Counsellor

Portfolio Counsellor page is loaded## Portfolio Counsellorlocations : HLT-Hong Leong Towertime type : Full timeposted on : Posted 30+ Days Agojob requisition id : JR

• If you are looking to excel and make a difference, take a closer look at us…
• ### Functional
• (job responsibilities)
• To apply market knowledge in advisory, advisory managed and discretionary portfolio management to promote the full product range to meet client’s needs.
• Work closely with Private bankers to develop best roadmap for clients on asset allocation which are in line with client risk profile, the bank’s investment strategy and adhere to internal compliance and local regulations.
• Develop plans to increase product awareness amongst private bankers and clients on new product offerings.
• Hit or exceed revenue forecasts and ultimately meet customer needs by driving new investment flows and retain existing business### Organizational
• (organizational responsibilities)
• Collaborate strategically with Management teams of other business segments and sales channels to solicit high net worth referral, upgrade and business opportunity.
• Responsible for achieving targets and contributing towards the Private Banking business, in line with the bank’s Wealth Management Strategy.
• Responsible for PBC audit and compliance in line with the Bank’s internal policy, standard and procedures and other regulatory requirements.
• Education / Qualification
• Undergraduate degree in Accounting / Banking / Investment / Finance or a related field from any recognized university.
• Experience
• At least 10 years of relevant banking and wealth management experience.
• At least 5 years of relevant experience in UHNW / HWN banking and wealth management products and related experience.
• Proven track record of accomplishment in the management of HNW segment.
• Special Skills
• Excellent commercial acumen, analytical and interpersonal skills.
• Leadership skills - able to collaborate with a large diverse team, and foster strong teamwork within Priority Banking Centre.
• Able to make independent decisions with minimal supervision.
• Highly motivated and result-driven.
• Develop young talent for Private bankers.
• Certification / Licensing Requirements
• Possess relevant certification and licenses in Investment, Treasury and Bancassurance.
• FIMM
• IPPC
• PCEIA – LIFE
• CEILLI
• TAKAFUL
• CFP (if applicable)
• About Hong Leong Bank
• We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.
• We seek to strike a balance between diversity, inclusion and merit to achieve our mission of infusing diversity in thinking and skillsets into our organisation. Candidates are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available. Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation.
• Realise your full potential at Hong Leong Bank by applying now.
• locations : HLT-Hong Leong Towertime type : Full timeposted on : Posted 30+ Days AgoHong Leong Bank (“HLB”) stands proudly as a leading financial services institution based in Malaysia, providing a wide range of comprehensive and innovative financial solutions across the region. These services are delivered through both digital and traditional means, via online and mobile banking, as well as our digital branch concept to provide customers with an efficient and seamless experience aided by technology.As the service and financial landscape changes rapidly with the ever-increasing use of technology, staying attuned to customers needs and desires becomes even more critical to HLB’s operations. To stay ahead of these dynamic changes, the Bank has adopted the approach of reimagining banking by embedding digital considerations and customer centricity in every aspect of our operations, from products and services as well as customer care and engagement.HLB’s ethos of being Digital-At-The-Core powered by customers-at-the-forefront will continue to lead us to innovate offerings in line with our aspiration of being a highly digital and innovative financial services organization.

#J-18808-Ljbffr