Wealth Executive

Hong Leong Bank Berhad; Johor Bahru; On-site; MYR 48,000 - 72,000; Full time

Job summary

Hong Leong Bank invites motivated professionals to join their team in Malaysia. The role involves soliciting deposits, insurance and investment products, while maintaining compliance with KYC/AML and internal policies.

A Diploma or Degree is required, with advantageous licensing in wealth products and strong sales capabilities. The successful candidate will perform cold calls, source new leads, and drive cross-selling initiatives within a sales-driven environment.

Qualifications

• Diploma or Degree in any field is acceptable.
• Licensing in wealth/product areas is advantageous (PCE Life/General, CIELI, FIMM/FMUTM, IPPC).
• Strong interpersonal and communication skills with a sales mindset.

Responsibilities

• Solicit customers for deposits, insurance, and investment products within guidelines.
• Complete cold calling to generate high-quality leads and increase acquisition.
• Source new leads via referrals and manage onboarding for new accounts.
• Handle account opening and debit card issuance; maintain accurate customer data.

Skills

Wealth products

Sales mindset

Interpersonal skills

Mandarin helpful

Drive for results

Education

Diploma or Degree

PCE (Life) preferred

PCE (General)

CIELI

FIMM/FMUTM

IPPC

Job description

If you are looking to excel and make a difference, take a closer look at us...

Roles & Responsibilities

• Solicit customers for Deposits, Insurance and Investment Products within BNMs Responsible Lending Guidelines and other products as and when required by the Management
• Complete cold calling for all related leads assigned and to increase acquisition through high leads conversion rate
• Source and develop new customer leads through existing customer's referrals
• Handling Account Opening process including Debit Card issuance of acquired customers
• Account maintenance after account opening (CASA, FD) to ensure accurate customer information is captured in system
• Facilitate HL Connect for new account opened to increase penetration rate HL Connect
• Cross selling other banking products as and when opportunity arises to increase customers’ stickiness with HLB
• Exhibit high professionalism and competency when interacting with customers
• Comply with bank's relevant internal policies, SOPs, sales compliance and statutory requirement in relation FSA, KYC, AMLA and all relevant internal policies & procedures and sales compliance
• To maintain and uphold service standards set by the Bank at all times.

Candidate Profile

• Candidate must possess at least a Diploma or Degree in any field i.e. Banking / Accounting & Finance / Economics / Marketing / Business Studies
• Possessing the follow licenses will be an advantage: PCE (Life)
• PCE (General)
• CIELI
• FIMM/FMUTM
• IPPC
• Passion for success and keen to work in a sales-driven environment
• Good track record and knowledge of wealth products i.e. Unit Trust, Bancassurance, Structured Products, Dual Currency Investments
• Good inter-personal and communication skills.
• Mandarin is an added advantage.
• Other factors for consideration during interview process include examples of Driving for results
• Consistency in performance
• Seeking win-win relationships
• Demonstrating courage and humility
• Taking ownership and make things happen.

About Hong Leong Bank

We seek to strike a balance between diversity, inclusion and merit to achieve our mission of infusing diversity in thinking and skillsets into our organisation.

Candidates are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available.

Expanding on our "Digital at the Core" ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation.

Hong Leong Bank (HLB) stands proudly as a leading financial services institution based in Malaysia, providing a wide range of comprehensive and innovative financial solutions across the region. These services are delivered through both digital and traditional means, via online and mobile banking, as well as our digital branch concept to provide customers with an efficient and seamless experience aided by technology. As the service and financial landscape changes rapidly with the ever-increasing use of technology, staying attuned to customers' needs and desires becomes even more critical to HLB's operations. To stay ahead of these dynamic changes, the Bank has adopted the approach of reimagining banking by embedding digital considerations and customer centricity in every aspect of our operations, from products and services as well as customer care and engagement. HLB's ethos of being Digital-At-The-Core powered by customers-at-the-forefront will continue to lead us to innovate offerings in line with our aspiration of being a highly digital and innovative financial services organization.