Personal Banker (Johor)

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

Job summary

A leading financial institution in Kuala Lumpur is seeking candidates for a Wealth Management role. Responsibilities include soliciting customers for deposits, insurance, and investment products, as well as cold calling and developing new leads. Candidates must have at least a diploma or degree in a relevant field and possess strong interpersonal and communication skills. Opportunities for career advancement and a collaborative culture are offered in this sales-driven environment.

Qualifications

• Minimum diploma or degree in a relevant field.
• Possession of licenses (PCE, CIELI, FIMM) is an advantage.
• Proven knowledge in wealth management products.

Responsibilities

• Solicit customers for deposits, insurance, and investment products.
• Conduct cold calling to increase customer acquisition.
• Source and develop new customer leads through referrals.

Skills

Sales-driven environment

Interpersonal skills

Knowledge of wealth products

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.

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 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 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.