Wealth Executive

HLB; Johor Bahru; On-site; MYR 40,000 - 70,000; Full time

Job summary

Hong Leong Bank is seeking a sales-focused professional to drive deposits, insurance, and investment product sales while ensuring compliance with FSA, KYC, and AMLA guidelines.

You will build a pipeline via cold calls and referrals, open new accounts, and maintain accurate customer data, contributing to a high-performance banking culture across Malaysia.

Qualifications

• Diploma or Degree in Banking/Accounting/Finance/Economics/Marketing/Business Studies is required.
• Passion for success and sales-driven mindset is essential.
• Good track record and knowledge of wealth products (Unit Trust, Bancassurance, Structured Products).

Responsibilities

• Solicit customers for Deposits, Insurance and Investment Products within guidelines.
• Complete cold calling to increase acquisition and conversion rates.
• Source new leads through referrals and existing customers.
• Handle Account Opening and Debit Card issuance for new customers.
• Maintain account information and CASA/FD in the system.
• Cross-sell banking products to increase customer stickiness with HLB.

Skills

Sales-driven

Customer service

Lead generation

Wealth products knowledge

Communication skills

Mandarin (advantage)

Education

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

Tools

HL Connect

Job description

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

Your 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.

Who are we looking out for:

• 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 are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.

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