Strategic Finance Sales Executive: Grow Client Relationships

Hong Leong Bank Berhad; Kampung Malaysia Tambahan; Sur place; MYR 45 000 - 75 000; Plein temps

Résumé du poste

Hong Leong Bank Berhad in Malaysia is seeking a sales-driven professional to promote ASB Financing and cross-sell personal loans and credit cards. You will also participate in multi-channel marketing and assist customers with documentation.

The role emphasizes building relationships with high-net-worth clients, ensuring KYC/AML compliance, and growing Islamic product holdings while adhering to bank policies and SOPs.

Qualifications

• Minimum a Bachelor’s Degree or its equivalent in Finance, Banking, Business Management, or a relevant field.
• Required certifications: PCE (Life/General), CEILLI, and FIMM/IPPC (Unit Trust/Banca) as applicable to the license requirements.

Responsabilités

• Drive Sales Acquisition: Promote Amanah Saham Bumiputera (ASB) Financing as the core product to both new and existing customers.
• Maximize Cross-Selling: Identify opportunities to cross-sell personal loans and credit cards to boost product holding per customer.
• Execute Multi-Channel Marketing: Participate actively in roadshows, corporate marketing visits, and telemarketing campaigns to generate leads and close sales.
• Application Processing: Assist customers with filling out forms and gathering necessary income documents.
• Customer Service: Explain product features, interest rates, and repayment terms clearly so clients know what they are signing.
• Compliance: Ensure all applications follow bank and government rules like Know Your Customer (KYC) and Anti-Money Laundering (AMLA) policies.
• Portfolio Growth: Focus on growing the Islamic products through effective relationship management and acquisition of new-to-bank clients.
• Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).

Connaissances

Analytical skills

Communication skills

Proactive attitude

Financial planning

Formation

Bachelor's degree

PCE Certification

CEILLI

FIMM/IPPC

Description du poste

Hong Leong Bank Berhad in Malaysia is seeking a sales-driven professional to promote ASB Financing and cross-sell personal loans and credit cards. You will also participate in multi-channel marketing and assist customers with documentation.

The role emphasizes building relationships with high-net-worth clients, ensuring KYC/AML compliance, and growing Islamic product holdings while adhering to bank policies and SOPs.