Wealth Advisor – Banking & Investments

HLB; Malaysia; Sur place; MYR 60 000 - 90 000; Plein temps

Résumé du poste

Hong Leong Bank in Malaysia seeks an energetic sales-focused professional to drive deposits, insurance and investment products. You will prospect new customers, qualify leads, and process new accounts including debit cards, while maintaining accurate records and adhering to KYC/AML guidelines.

The role involves cross-selling wealth products, leveraging HL Connect, and upholding high service standards in a sales-driven environment.

Qualifications

• Diploma or degree in a relevant field.
• Good interpersonal and communication skills.
• Knowledge of wealth products such as Unit Trusts, Bancassurance, Structured Products, and Dual Currency Investments.

Responsabilités

• Solicit customers for Deposits, Insurance and Investment Products within guidelines.
• Complete cold calling to increase acquisition through high lead conversion.
• Source and develop new leads through referrals from existing customers.
• Handle account opening including Debit Card issuance for new customers.
• Maintain account information accurately and manage CASA and FD accounts.
• Facilitate HL Connect for new accounts to increase penetration.
• Cross-sell other banking products to increase customer stickiness with HLB.
• Demonstrate professionalism and comply with internal policies and regulatory requirements.
• Maintain service standards set by the Bank.

Connaissances

Interpersonal skills

Mandarin language (advantage)

Sales mindset

Formation

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

Licenses: PCE (Life); PCE (General); CIELI; FIMM/FMUTM; IPPC

Description du poste

Hong Leong Bank in Malaysia seeks an energetic sales-focused professional to drive deposits, insurance and investment products. You will prospect new customers, qualify leads, and process new accounts including debit cards, while maintaining accurate records and adhering to KYC/AML guidelines.

The role involves cross-selling wealth products, leveraging HL Connect, and upholding high service standards in a sales-driven environment.