Financial Solutions Consultant: Grow Client Relationships

Hong Leong Bank Berhad; 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

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.