Wealth Executive

Posted 12 Hours Ago
Be an Early Applicant
Kajang, Hulu Langat, Selangor, MYS
In-Office
Junior
Fintech • Payments • Financial Services
The Role
Generate leads through referrals, cold calls and marketing activities; cross-sell banking and financial products; assess and propose credit applications; build customer relationships and maintain professionalism; ensure compliance with FSA, KYC, AMLA and internal policies; collaborate with colleagues 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, road show and any other sales activities to achieve sales targets.
  • To actively cross selling Banking/Financial products.
  • Assess/evaluate and propose credit applications diligently.
  • 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:-

  • Candidate must possess at least a Diploma in any field.
  • Required skill(s): PCE (General), PCE (Life), PCE (Unit Linked), CEILLI
  • At least 2 year(s) of working experience in the related field is required for this position.

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 in any field
  • PCE (General) certification
  • PCE (Life) certification
  • PCE (Unit Linked) certification
  • CEILLI certification
  • At least 2 years of related working experience
  • Knowledge of and compliance with FSA, KYC, AMLA and internal policies
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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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