Executive - Personal Financial Services Branch Sales (Personal Financial Consultant)

Hong Leong Bank; George Town; On-site; MYR 36,000 - 72,000; Full time

Job summary

Hong Leong Bank Berhad in Malaysia seeks a sales-oriented professional to solicit leads, cross-sell banking products and evaluate credit applications while building strong customer relationships. You will ensure excellent service and maintain the bank’s professional image.

Role requires compliance with FSA, KYC, AMLA and internal policies, plus teamwork across departments to drive targets and growth.

Qualifications

• Solicit leads via referrals and cold calls to hit sales targets.
• Cross-sell banking/financial products to customers.
• Assess and propose credit applications diligently.
• Build rapport to drive loyalty and repeat sales.
• Provide excellent customer service and reflect the bank’s image.
• Adhere to FSA, KYC, AMLA and internal policies.
• Collaborate with colleagues to maintain strong teamwork.

Responsibilities

• Solicit leads via referrals and cold calls to hit sales targets.
• Cross-sell banking/financial products to customers.
• Assess and propose credit applications diligently.
• Build rapport to drive loyalty and repeat sales.
• Provide excellent customer service and reflect the bank’s image.
• Adhere to FSA, KYC, AMLA and internal policies.
• Collaborate with colleagues to maintain strong teamwork.

Skills

Sales experience

Customer service

Cross-selling

Communication skills

KYC/AML compliance

Teamwork

Relationship building

Product knowledge

Market intelligence

Tools

CRM software

Job description

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

• Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches, road show and any other sales activities to achieve sales targets.
• To actively cross selling Banking/Financial products.
• Assess/evaluate and propose credit applications diligently.
• Build rapport and relationship with chosen customers to establish loyalty and repeated sales and increase product holding.
• Provide excellent customer service and uphold professionalism to reflect Bank’s image
• Seek continuous improvement in the following areas to enhance job skills and competencies
• Product knowledge / Selling skills / Market intelligence / Competitor’s check
• Comply to statutory requirement and sales compliance in relation to FSA, KYC, AMLA and all relevant internal policies & procedures and sales compliance
• Participate in strong teamwork and working relationship with colleagues at all times

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.