Wealth Advisor - Penang Region: Growth & Impact

Hong Leong Bank; Penang; On-site; MYR 40,000 - 80,000; Full time

Job summary

Hong Leong Bank in Malaysia invites you to join our Wealth Management team. You will solicit customers for deposits, insurance and investment products, source leads, handle account openings, and ensure accurate customer data in the system.

We value a strong sales drive, professionalism, and strict adherence to KYC/AML policies. A Diploma or Degree is required; licenses are a plus, with opportunities to fast-track your career in a sales-driven environment.

Qualifications

• Must have Diploma or Degree in Banking / Accounting & Finance / Economics / Marketing / Business Studies.
• Licenses such as PCE (Life/General), CIELI, FIMM/FMUTM, IPPC are advantageous.
• Strong sales mindset with knowledge of wealth products (Unit Trust, Bancassurance, etc.).

Responsibilities

• Solicit customers for Deposits, Insurance and Investment Products within guidelines.
• Complete cold calling for leads to increase acquisition and conversions.
• Source and develop new customer leads through referrals.
• Handle Account Opening process including Debit Card issuance.
• Maintain account information and ensure data accuracy in the system.
• Facilitate HL Connect for new accounts to increase penetration.
• Cross-sell other banking products to boost customer stickiness and compliance.

Skills

Interpersonal skills

Communication skills

Education

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

Job description

Hong Leong Bank in Malaysia invites you to join our Wealth Management team. You will solicit customers for deposits, insurance and investment products, source leads, handle account openings, and ensure accurate customer data in the system.

We value a strong sales drive, professionalism, and strict adherence to KYC/AML policies. A Diploma or Degree is required; licenses are a plus, with opportunities to fast-track your career in a sales-driven environment.