If you are looking to excel and make a difference, take a closer look at us…
Overview
The Wealth Planning Specialist - Bancassurance role will be responsible for providing financial advice to clients on retirement planning, investing in the future, saving for education, and life insurance protection. He/She will generate leads, meet with clients, complete a financial needs analysis, and present them with customized financial proposals. This role reports to the Head - Regional Wealth Management (Insurance & Wealth Planning).
Job Responsibilities:
- To work closely with the Area Managers and Relationship Managers to strategizing and identifying potential customers.
- Offering specialized financial guidance and advice to Relationship Managers.
- Assessing clients’ financial portfolios, risk appetite and completing financial needs analysis for sound advisory.
- Meet and follow-up with potential customers after appointment and attending to customer’s request on the policy until it turns into production.
- To review client insurance policies to identify insurance gap.
- To assist to organize Banca event/day on weekly basis.
Job Requirements:
- Malaysian citizen
- Minimum Diploma in Finance or another related field
- Certified CFP holders are an added advantage
- 6-8 years of relevant experience in a financial institution with proven track record
- Strong verbal and written communication skills
- Keeps abreast with the latest products, trends and benefits
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
- Minimum Diploma in Finance or related field
- Certified Financial Planner (CFP)
- 6-8 years relevant experience in a financial institution with proven track record
- Strong verbal and written communication skills
- Keeps abreast of latest products, trends and benefits
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
