Senior Wealth Advisor: Build Relationships & Grow Portfolios

Hong Leong Bank; Malaysia; On-site; MYR 48,000 - 80,000; Full time

Benefits offered by this job

Career growth

Job summary

Hong Leong Bank is seeking a Wealth Management sales professional in Malaysia to proactively solicit deposits, insurance and wealth products while maintaining high standards of service.

You will conduct cold calling, develop new leads, and drive penetration through HL Connect and cross-selling opportunities, adhering to KYC/AML and bank policies for a compliant, customer-centric experience.

Qualifications

• Candidate should have a Diploma or Degree in Banking, Accounting & Finance, Economics, Marketing or Business Studies.
• Licenses such as PCE (Life), PCE (General), CIELI, FIMM/FMUTM, IPPC are advantageous.
• A track record of success in a sales-driven environment with wealth product knowledge is preferred.

Responsibilities

• Solicit customers for Deposits, Insurance and Investment Products in line with guidelines.
• Complete cold calling and convert leads to acquire new clients.
• Source referrals and develop new customer leads to grow wallet share.
• Handle account opening processes including debit card issuance for new clients.
• Maintain accurate customer information in the system and manage CASA/FD accounts.
• Cross-sell other banking products to increase customer stickiness and ensure service standards.

Skills

Sales skills

Wealth products

Interpersonal skills

Professionalism

Education

Diploma or Degree

Job description

Hong Leong Bank is seeking a Wealth Management sales professional in Malaysia to proactively solicit deposits, insurance and wealth products while maintaining high standards of service.

You will conduct cold calling, develop new leads, and drive penetration through HL Connect and cross-selling opportunities, adhering to KYC/AML and bank policies for a compliant, customer-centric experience.