ASBF Sales Executive-3

Hong Leong Bank Berhad; Kuala Lumpur; On-site; MYR 60,000 - 90,000; Full time

Job summary

Hong Leong Bank Berhad is seeking a sales-focused professional to promote ASB financing and cross-sell personal loans and credit cards. The role emphasizes multi-channel marketing, client interactions, and strict adherence to KYC/AML and PDPA regulations.

The candidate should have a bachelor’s degree in finance/banking or business management and relevant licenses, with at least two years of sales experience in financial services. Strong communication and a proactive attitude are essential.

Qualifications

• Minimum a Bachelor’s Degree or equivalent in Finance, Banking, Business Management, or a relevant field.
• Required certifications: PCE (Life/General), CEILLI, and FIMM/IPPC (Unit Trust/Banca) as applicable to the license requirements.
• Min. 2 years of sales experience in financial services.
• Strong analytical and problem-solving skills for financial planning.
• Excellent communication and interpersonal skills for high-net-worth clients.
• Proactive, self-starting attitude with drive for results.

Responsibilities

• Drive ASB financing sales to new and existing customers.
• Maximize cross-selling of personal loans and credit cards.
• Execute multi-channel marketing to generate leads and close sales.
• Assist customers with filling out forms and income documents.
• Explain product features, interest rates and repayment terms clearly.
• Ensure KYC/AML compliance.
• Grow Islamic products through relationship management and new-to-bank clients.
• Adhere to PDPA, AMLCFT and Shariah governance in all transactions.

Skills

Analytical thinking

Communication

Interpersonal skills

Proactiveness

Education

Bachelor’s Degree in Finance/Banking/Business Management

PCE (Life/General), CEILLI, FIMM/IPPC certifications

Job description

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

Functional (job responsibilities)

• Drive Sales Acquisition: Promote Amanah Saham Bumiputera (ASB) Financing as the core product to both new and existing customers.
• Maximize Cross-Selling: Identify opportunities to cross-sell personal loans and credit cards to boost product holding per customer.
• Execute Multi-Channel Marketing: Participate actively in roadshows, corporate marketing visits, and telemarketing campaigns to generate leads and close sales.
• Application Processing: Assist customers with filling out forms and gathering necessary income documents.
• Customer Service: Explain product features, interest rates, and repayment terms clearly so clients know what they are signing.
• Compliance: Ensure all applications follow bank and government rules like Know Your Customer (KYC) and Anti-Money Laundering (AMLA) policies.
• Portfolio Growth: Focus on growing the Islamic products through effective relationship management and acquisition of new-to-bank clients.
• Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).

Organizational (organizational responsibilities)

• Building and maintaining close relationships with relevant stakeholders and supporting internal functions.
• Adhere to department Standard Operating Procedures (SOP) in complying with audit, compliance, and regulatory guidelines.
• Perform other responsibilities or projects assigned under the Group or Bank’s initiatives.

Education/Qualification

• Minimum a Bachelor’s Degree or its equivalent in Finance, Banking, Business Management, or a relevant field.
• Required certifications: PCE (Life/General), CEILLI, and FIMM/IPPC (Unit Trust/Banca) as applicable to the license requirements.

Experience

• Min. 2 years of sales experience in financial services.

Special Skills

• Strong analytical and problem-solving skills with a focus on financial planning.
• Excellent communication and interpersonal skills to build trust with high-net-worth clients.
• Proactive, self-starting attitude with a strong drive for results.

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.