Wealth Executive

Posted 3 Days Ago
Be an Early Applicant
Kuanwan, Piprarhi, Sheohar, Bihar, IND
In-Office
Entry level
Fintech • Payments • Financial Services
The Role
Sell and cross-sell wealth management products by soliciting leads (referrals, cold calls, visits, telemarketing), build client relationships, provide excellent service, meet sales targets, and comply with regulatory requirements (FSA, KYC, AMLA). Participate in teamwork and continuously improve product knowledge and selling skills.
Summary Generated by Built In

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

Job Responsibilities:

  • Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches and any other sales activities to achieve sales targets.
  • To actively cross selling Wealth Management Products
  • Build rapport and relationship with chosen customers to establish loyalty and repeated sales and increase product holding.
  • Provide excellent customer service and uphold professionalism to reflect Bank’s image
  • Seek continuous improvement in the following areas to enhance job skills and competencies : Product knowledge / Selling skills / Market intelligence / Competitor’s check
  • Comply to statutory requirement and sales compliance in relation to FSA, KYC, AMLA and all relevant internal policies & procedures and sales compliance
    Participate in strong teamwork and working relationship with colleagues at all times

Do you have what it takes? We are currently looking for talents who have:-

  • Malaysian Citizen
  • Tertiary Education preferably in the field of Banking, Finance or Business Studies
  • Candidates must possess a SPM with at least 3 credits (For enrolment in the mandatory licensing), if SPM is the highest education qualification
  • Preferred skill(s): PCE (General), PCE (Life), PCE (Unit Linked), CEILLI, FIMM & TBE
  • Candidates with experience in Banking, Insurance or Sales related fields are preferred.
  • Fresh Graduates are welcome to apply

What’s next?

  • Once you’ve applied online, our team will carefully review your application. Due to a high volume of applications, we appreciate your patience to allow for a fair and timely review process.
  • Should you be shortlisted for the role, we will send you an invitation via email for an interview. You can also check on your application status by logging into your candidate account.

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

  • Malaysian citizen
  • SPM with at least 3 credits (for enrolment in mandatory licensing) if SPM is highest qualification
  • Tertiary education preferably in Banking, Finance, or Business Studies
  • PCE (General), PCE (Life), PCE (Unit Linked), CEILLI, FIMM, TBE certifications/qualifications
  • Experience in Banking, Insurance, or Sales
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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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