ASBF Sales Executive-4

Hong Leong Bank; Malaysia; On-site; MYR 60,000 - 90,000; Full time

Job summary

Hong Leong Bank in Malaysia is seeking a sales-focused professional with a background in financial services. The role emphasizes promoting Amanah Saham Bumiputera financing, cross-selling personal loans and credit cards, and participating in multi-channel marketing to generate leads and close sales.

The ideal candidate should have a minimum of 2 years’ sales experience, a Bachelor’s degree in a related field, and relevant certifications (PCE, CEILLI, FIMM/IPPC).

Qualifications

• Bachelor’s degree in Finance, Banking, Business Management or related field.
• Certifications: PCE (Life/General), CEILLI and FIMM/IPPC (Unit Trust/Banca) as applicable to license requirements.
• At least 2 years of sales experience in financial services.
• Strong analytical and problem‑solving skills with a focus on financial planning.

Responsibilities

• Drive Sales Acquisition: Promote ASB Financing to new and existing customers.
• Maximize Cross-Selling: Cross-sell personal loans and credit cards.
• Execute Multi-Channel Marketing: Participate in roadshows, corporate marketing visits, and telemarketing campaigns to generate leads and close sales.
• Application Processing: Assist customers with forms and income documents.
• Customer Service: Explain product features, rates, and terms clearly.
• Compliance: Adhere to KYC and AML policies.
• Portfolio Growth: Grow Islamic products through relationship management and new-to-bank client acquisition.
• Compliance & Risk: Follow bank policies, internal SOPs and regulations (PDPA, AMLCFT, Shariah Governance).

Skills

Analytical thinking

Communication

Interpersonal skills

Proactive

Education

Bachelor’s Degree in Finance/ Banking/ Business Management

PCE (Life/General)

CEILLI

FIMM/IPPC (Unit Trust/Banca)

Job description

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.

Hong Leong Bank (“HLB”) stands proudly as a leading financial services institution based in Malaysia, providing a wide range of comprehensive and innovative financial solutions across the region. These services are delivered through both digital and traditional means, via online and mobile banking, as well as our digital branch concept to provide customers with an efficient and seamless experience aided by technology. As the service and financial landscape changes rapidly with the ever‑increasing use of technology, staying attuned to customers needs and desires becomes even more critical to HLB’s operations. To stay ahead of these dynamic changes, the Bank has adopted the approach of reimagining banking by embedding digital considerations and customer centricity in every aspect of our operations, from products and services as well as customer care and engagement. HLB’s ethos of being Digital-At-The-Core powered by customers‑at‑the‑forefront will continue to lead us to innovate offerings in line with our aspiration of being a highly digital and innovative financial services organization.