Executive - Personal Financial Services (Personal Banker)

Hong Leong Bank; Kuala Lumpur; On-site; MYR 30,000 - 50,000; Full time

Job summary

A leading bank in Asia is looking for a Personal Banker in Kuala Lumpur. This role involves soliciting customers for deposits, insurance, and investment products, with a focus on wealth management. Candidates should have at least a Diploma or Degree in relevant fields, possess good sales skills, and knowledge of wealth products. The position offers opportunities for career advancement in banking within a supportive culture of collaboration.

Qualifications

• At least a Diploma or Degree in any field, preferably Banking or Finance.
• Possessing licenses such as PCE (Life), PCE (General) is an advantage.
• Strong knowledge in wealth products.

Responsibilities

• Solicit customers for Deposits, Insurance, and Investment Products.
• Handle account opening and customer maintenance.
• Cross-sell banking products to enhance customer loyalty.

Skills

Sales-driven environment

Wealth products knowledge

Interpersonal skills

Communication skills

Education

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

Job description

Executive - Personal Financial Services (Personal Banker)

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.

Solicit customers for Deposits, Insurance and Investment Products within BNMs Responsible Lending Guidelines and other products as and when required by the 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 customer’s 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 selling 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 requirement in relation FSA, KYC, AMLA and all relevant internal policies & procedures and sales compliance;

To maintain and uphold service standards set by the Bank at all times.

Who are we looking out for:

Candidate must possess at least a Diploma or Degree in any field i.e. Banking / Accounting & Finance / Economics / Marketing / Business Studies;

Possessing the follow 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 inter-personal and communication skills.

Other factors for consideration during interview process include examples of

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

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