Wealth Executive (Nationwide)

Hong Leong Bank Berhad; Kuala Lumpur; On-site; MYR 40,000 - 60,000; Full time

Benefits offered by this job

Strong culture of collaboration

Career fast-tracking opportunities

Job summary

Hong Leong Bank Berhad is seeking talents to excel in Wealth Management by building long-term relationships with clients. The role focuses on soliciting customers for various banking products and ensuring high standards of service.

Candidates should possess a Diploma or Degree in relevant fields, along with strong sales and wealth product knowledge. This position offers a collaborative environment and the opportunity for career fast-tracking.

Qualifications

• Candidate must possess at least a Diploma or Degree in any 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, Insurance and Investment Products.
• Complete cold calling for all related leads assigned.
• Handle Account Opening process including Debit Card issuance.

Skills

Sales skills

Wealth product knowledge

Interpersonal skills

Communication skills

Education

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

Job description

If you are looking to excel and make a difference, take a closer look at us… We are seeking talents who have the passion to interact and build long‑term relationship to increase "Share of Wallet" of clients. Strong sales and wealth product knowledge, good interpersonal skills and professionalism are key for this role.

What’s In It For You

• 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.

Your Roles & Responsibilities

• 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. Mandarin is an added advantage.

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.