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Provide tailored financial advice to high-net-worth clients through discovery, portfolio management, and product sales. Grow assets under management, generate fee-based revenue, monitor markets and regulations, maintain compliance with PDPA/AMLCFT/Shariah Governance, and collaborate with internal stakeholders to meet KPIs and bank standards.

Processes auto loan applications, verifies documents, conducts KYC interviews, evaluates credit cases, supports loan approvals and disbursements, handles customer inquiries, maintains compliance documentation, tracks sales and operational reports, and coordinates with dealers and internal stakeholders. The role also assists with business operations, process improvements, inventory reviews, and mentoring junior employees.

Leads sales management and productivity strategies for the affluent wealth-management segment. Develops sales operating rhythms, pipeline tracking, portfolio-management frameworks, coaching tools, and sales training programs. Monitors productivity, product participation, wealth penetration, portfolio growth, and client satisfaction to identify improvement opportunities. Partners across departments to launch sales tools and approaches, deepen client relationships, grow wealth business, and improve client acquisition and product holdings.

Lead regional P&L and commercial growth for FX and Dual Currency Investment (DCI) products across Malaysia and Singapore. Develop FX/DCI strategy, design targeted campaigns, optimize rollover desk, structure bespoke products with Global Markets, and drive cross-functional integration to scale revenues across Retail, Priority, and Private Banking segments while ensuring competitive pricing and trade execution.

Acquire deposit accounts from customers and businesses, generate and qualify leads, develop sales proposals, conduct client outreach, explain banking products, build relationships, follow up to close sales, and support timely account opening. The role also involves customer briefing and training, sales events and roadshows, competitor and market research, reporting, and compliance with banking regulations. It is branch-based and focused on payroll accounts across various industries.

Acquire new customer accounts and merchant relationships for the bank’s branch network. Promote Hong Leong Bank’s financial services and digital banking offerings while contributing to customer and business growth.

Provide tailored financial advice to high-net-worth clients, grow assets under management through relationship management and new-client acquisition, generate fee-based revenue, monitor market and regulatory changes, and ensure compliance with bank policies and industry regulations. Collaborate with stakeholders and follow SOPs and group initiatives.

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.

Phone-based role to cross-sell HLB credit cards and personal loans, pre-qualify prospects, generate referrals, meet daily/monthly sales targets, ensure compliance with codes of conduct, monitor market/competitors, and collaborate with team members.

Provide branch customer service, process transactions accurately, meet sales targets and support cross-selling, manage queue times, perform meeter-greeter duties, support digital initiatives, supervise clerical staff, ensure cash handling and end-of-day balancing, comply with SOPs, and assist with branch operations and community relationship-building.