Senior Wealth Advisor - Growth & Client Relationships

Hong Leong Bank Berhad; Kuala Lumpur; On-site; MYR 50,000 - 80,000; Full time

Benefits offered by this job

Career progression in WealthManagement

Collaborative culture

Job summary

Hong Leong Bank Berhad in Kuala Lumpur seeks a results-driven wealth sales professional to grow client deposits, insurance and investment product penetration. You will source new leads, perform cold calls, open accounts, and ensure accurate customer data while maintaining high service standards.

Ideal candidates hold a diploma or degree in banking/finance with strong wealth product knowledge, excellent interpersonal skills, and a proactive, compliant mindset. Mandarin is a plus.

Qualifications

• Diploma or degree in Banking/Finance or related field.
• Wealth products knowledge (Unit Trust, Bancassurance, Structured Products).
• Strong sales mindset and ability to build client relationships.

Responsibilities

• Solicit customers for Deposits, Insurance and Investment Products.
• Complete cold calling to increase lead acquisition.
• Source and develop new customer leads through referrals.
• Handle account opening and debit card issuance for new clients.
• Maintain and update customer information in systems.
• Cross-sell other banking products when opportunities arise.
• Ensure compliance with FSA, KYC, AMLA and internal policies.

Skills

Sales

Relationship building

Wealth product knowledge

Communication skills

Cross-selling

KYC/AML compliance

Education

Diploma/degree in Banking or Finance

Licences: PCE (Life)

Licences: PCE (General)

CIELI

FIMM/FMUTM

IPPC

Tools

HL Connect

Job description

Hong Leong Bank Berhad in Kuala Lumpur seeks a results-driven wealth sales professional to grow client deposits, insurance and investment product penetration. You will source new leads, perform cold calls, open accounts, and ensure accurate customer data while maintaining high service standards.

Ideal candidates hold a diploma or degree in banking/finance with strong wealth product knowledge, excellent interpersonal skills, and a proactive, compliant mindset. Mandarin is a plus.