Wealth Advisor: Grow Client Wealth & Cross-Sell

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

Job summary

Hong Leong Bank Berhad in Malaysia seeks sales-focused professionals to build long-term client relationships and grow share of wallet in wealth management. You will solicit deposits, insurance and investments while cross-selling banking products and ensuring compliance with internal policies.

Candidates should hold a Diploma or Degree, with licenses such as PCE (Life/General), CIELI, FIMM/FMUTM or IPPC considered an advantage; Mandarin is a plus.

Qualifications

• Strong sales-driven mindset and ability to build long-term client relationships.
• Good knowledge of wealth products such as Unit Trusts, Bancassurance, Structured Products and Dual Currency Investments.
• Excellent interpersonal communication and professional conduct.
• Mandarin language is an added advantage.

Responsibilities

• Solicit customers for Deposits, Insurance and Investment Products within guidelines.
• Complete cold calling for leads and increase acquisition.
• Source and develop new customer leads through referrals.
• Handle account opening process including Debit Card issuance.
• Maintain account information and cross-sell other banking products.
• Demonstrate professionalism and comply with policies and regulatory requirements.

Skills

Sales focus

Wealth product knowledge

Interpersonal skills

Professionalism

KYC/compliance

Education

Diploma or Degree

Job description

Hong Leong Bank Berhad in Malaysia seeks sales-focused professionals to build long-term client relationships and grow share of wallet in wealth management. You will solicit deposits, insurance and investments while cross-selling banking products and ensuring compliance with internal policies.

Candidates should hold a Diploma or Degree, with licenses such as PCE (Life/General), CIELI, FIMM/FMUTM or IPPC considered an advantage; Mandarin is a plus.