Senior Wealth Executive (Nationwide)

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

Job summary

Hong Leong Bank Berhad in Kuala Lumpur is looking for candidates for a role in Wealth Management focused on customer acquisition and product solicitation. Candidates will solicit deposits, insurance, and investment products while ensuring compliance with the bank's policies.

The ideal candidate should possess a diploma or degree in a relevant field and have a passion for working in a sales-driven environment. Success in wealth products and strong interpersonal skills are desired.

Qualifications

• Candidate must at least have a Diploma or Degree in any relevant field.
• Possessing financial licenses will be an advantage.
• Good track record and knowledge of wealth products is essential.

Responsibilities

• Solicit customers for various banking products in line with guidelines.
• Conduct cold calls to boost acquisition and conversion rates.
• Maintain high professionalism when interacting with customers.
• Ensure compliance with all internal policies and regulatory requirements.

Skills

Sales-driven attitude

Interpersonal skills

Communication skills

Knowledge of wealth products

Education

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

Tools

Financial licenses (PCE, CIELI, FIMM)

Job description

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

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.