Wealth Executive

Posted 9 Hours Ago
Be an Early Applicant
Labis, Segamat, Johor, MYS
In-Office
Entry level
Fintech • Payments • Financial Services
The Role
Sell and solicit deposits, insurance and investment products; perform cold calling and lead generation; handle account opening and maintenance (CASA, FD), debit card issuance; cross-sell banking products; ensure compliance with KYC, AMLA and internal sales policies; uphold service standards and drive customer penetration and retention.
Summary Generated by Built In

If you are looking to excel and make a difference, take a closer look at us…

Your Roles & Responsibilities:

  • Solicit customers for Deposits, Insurance and Investment Products within BNMs Responsible Lending Guidelines and other products as and when required by the Management;
  • Complete cold calling for all related leads assigned and to increase acquisition through high leads conversion rate;
  • Source and develop new customer leads through existing customer’s referrals;
  • Handling Account Opening process including Debit Card issuance of acquired customers;
  • Account maintenance after account opening (CASA, FD) to ensure accurate customer information is captured in system;
  • Facilitate HL Connect for new account opened to increase penetration rate HL Connect;
  • Cross selling other banking products as and when opportunity arises to increase customers’ stickiness with HLB;
  • Exhibit high professionalism and competency when interacting with customers;
  • Comply with bank’s relevant internal policies, SOPs, sales compliance and statutory requirement in relation FSA, KYC, AMLA and all relevant internal policies & procedures and sales compliance;
  • To maintain and uphold service standards set by the Bank at all times.

Who are we looking out for:

  • Candidate must possess at least a Diploma or Degree in any field i.e. Banking / Accounting & Finance / Economics / Marketing / Business Studies;
  • Possessing the follow licenses will be an advantage: PCE (Life); PCE (General); CIELI; FIMM/FMUTM; IPPC;
  • 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. Mandarin is an added advantage.

Other factors for consideration during interview process include examples of

  • Driving for results;
  • Consistency in performance;
  • Seeking win-win relationships;
  • Demonstrating courage and humility;
  • Taking ownership and make things happen.

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.

Skills Required

  • Diploma or Degree in any field (Banking, Accounting & Finance, Economics, Marketing, Business Studies)
  • Possessing licenses: PCE (Life), PCE (General), CIELI, FIMM/FMUTM, IPPC
  • Good track record and knowledge of wealth products (Unit Trust, Bancassurance, Structured Products, Dual Currency Investments)
  • Good interpersonal and communication skills
  • Mandarin language skill
  • Passion for success and willingness to work in a sales-driven environment
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The Company
HQ: Kuala Lumpur, Wilayah Persekutuan
6,612 Employees
Year Founded: 1905

What We Do

Hong Leong Bank Berhad is one of the leading financial services organisations in Malaysia. With a heritage of more than 100 years, it provides comprehensive financial services covering consumer banking, business banking and trade finance, treasury, branch and transaction banking, wealth management, private banking and Islamic financial services. Its merger with EON Bank Group in 2011 has further embedded its position as a core banking franchise with an expanded distribution network of more than 300 branches across the country. With a proven track record in value creation and a highly recognised brand, Hong Leong Bank has also been extending its footprint in the region, with branches in Singapore and Hong Kong and wholly owned subsidiaries in Vietnam and Cambodia. In China, the Bank has a 20% shareholding in Bank of Chengdu Co., Ltd., Sichuan and a consumer finance joint venture. Hong Leong Bank is a subsidiary of Hong Leong Financial Group Berhad, the financial services arm of the Hong Leong Group. Apart from banking, Hong Leong Financial Group is involved in the provision of insurance and takaful, as well as investment banking, unit trust, fund management and stock broking services

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