Executive - Business Channels (Graduate Trainee Personal Banker Associate)

Hong Leong Bank; Kuala Lumpur; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading financial institution in Kuala Lumpur seeks a motivated individual for a sales-driven role focused on customer acquisition for deposits and investment products. The ideal candidate possesses a relevant diploma or degree and a passion for success. Responsibilities include handling account openings and cross-selling banking products. Strong interpersonal and communication skills are essential to thrive in this dynamic environment.

Qualifications

• Candidate must possess at least a Diploma or Degree in any relevant field.
• Passion for success and keen to work in a sales-driven environment.
• Good track record and knowledge of wealth products.

Responsibilities

• Solicit customers for deposits and investment products.
• Handle account opening processes including debit card issuance.
• Cross-sell other banking products to increase customer loyalty.

Skills

Sales-driven mindset

Interpersonal skills

Communication skills

Education

Diploma or Degree in Banking, Accounting, Finance, Economics, Marketing, Business Studies

Job description

Benefit from a strong culture of collaboration by learning from leaders and subject matter experts to drive change and impact in banking;

Opportunity to fast track your career in Wealth Management.

Responsibilities

• Solicit customers for Deposits, Insurance and Investment Products within BNM's Responsible Lending Guidelines and other products as and when required by Management.
• Complete cold calling for all related leads assigned and to increase acquisition through high leads conversion rate.
• Source and develop new customer leads through existing customers' referrals.
• Handling Account Opening process including Debit Card issuance of acquired customers.
• Account maintenance after account opening (CASA, FD) to ensure accurate customer information is captured in system.
• Facilitate HL Connect for new account opened to increase penetration rate HL Connect.
• Cross sell other banking products as and when opportunity arises to increase customers’ stickiness with HLB.
• Exhibit high professionalism and competency when interacting with customers.
• Comply with bank’s relevant internal policies, SOPs, sales compliance and statutory requirements in relation to FSA, KYC, AMLA and all relevant internal policies & procedures and sales compliance.
• Maintain and uphold service standards set by the Bank at all times.

Qualifications

• Candidate must possess at least a Diploma or Degree in any field, e.g., Banking, Accounting & Finance, Economics, Marketing, Business Studies.
• Possessing the following licenses will be an advantage:
  • PCE (Life)
  • PCE (General)
  • CIELI
  • FIMM/FMUTM
  • IPPC
• Passion for success and keen to work in a sales-driven environment.
• Good track record and knowledge of wealth products i.e., Unit Trust, Bancassurance, Structured Products, Dual Currency Investments.
• Good interpersonal and communication skills.

Desired Attributes

• Driving for results.
• Consistency in performance.
• Seeking win-win relationships.
• Demonstrating courage and humility.
• Taking ownership and making things happen.