Personal Financial Consultant: Build Loyal Clients

hlb

Seberang Perai

On-site

MYR 48,000 - 75,000

Full time

6 days ago
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Job summary

Hong Leong Bank is seeking proactive sales professionals in Malaysia to solicit leads, cross-sell banking products, and assess credit applications. You will build strong customer relationships, provide exemplary service, and ensure compliance with KYC/AML regulations.

The role emphasizes continuous improvement in product knowledge, selling skills, market intelligence, and teamwork to achieve sales targets and uphold the bank's image.

Qualifications

  • Assess/evaluate and propose credit applications diligently.
  • Provide excellent customer service and uphold professionalism.
  • Comply with statutory requirements and sales compliance (FSA, KYC, AMLA).

Responsibilities

  • Solicit leads via referrals and cold calls for sales targets.
  • Cross-sell Banking/Financial products.
  • Build rapport and loyalty with customers to increase product holding.
  • Seek continuous improvement in product knowledge, selling skills, market intelligence, and competitor checks.
  • Participate in strong teamwork with colleagues.

Skills

Sales skills
Customer service
Credit assessment
KYC/AML compliance
Product knowledge
Market intelligence
Relationship building
Teamwork

Job description

Hong Leong Bank is seeking proactive sales professionals in Malaysia to solicit leads, cross-sell banking products, and assess credit applications. You will build strong customer relationships, provide exemplary service, and ensure compliance with KYC/AML regulations.

The role emphasizes continuous improvement in product knowledge, selling skills, market intelligence, and teamwork to achieve sales targets and uphold the bank's image.

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