Wealth Executive

Hong Leong Bank; Kuantan; On-site; MYR 45,000 - 78,000; Full time

Job summary

Hong Leong Bank Malaysia is seeking motivated individuals to join our sales team. You will drive new business by soliciting leads, making referrals, and conducting marketing visits to hit sales targets while delivering exceptional service to customers.

Ideal candidates will build strong client relationships, cross-sell wealth management products, and uphold KYC, AMLA and regulatory standards. Fresh graduates are welcome to apply.

Qualifications

• Malaysian citizen with the right to work in Malaysia.
• Preferably a degree or diploma in Banking, Finance or Business Studies.
• SPM with at least 3 credits is required for licensing if that is the highest qualification.
• Fresh graduates are welcome to apply.

Responsibilities

• Solicit leads via referrals and cold calls to hit sales targets.
• Actively cross-sell Wealth Management Products.
• Build rapport and loyalty with customers to increase product holding.
• Provide excellent customer service and uphold professionalism reflecting the bank's image.
• Seek continuous improvement in product knowledge, selling skills, market intelligence and competitor checks.
• Comply with FSA, KYC, AMLA and internal policies; collaborate with colleagues.

Skills

Sales skills

Customer service

Relationship building

Education

Tertiary Education in Banking/Finance/Business

SPM with at least 3 credits for licensing

Job description

Jora Malaysia will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

Responsibility

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

Job Responsibilities

• Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches and any other sales activities to achieve sales targets.
• To actively cross selling Wealth Management Products
• Build rapport and relationship with chosen customers to establish loyalty and repeated sales and increase product holding.
• Provide excellent customer service and uphold professionalism to reflect Bank's image
• Seek continuous improvement in the following areas to enhance job skills and competencies : Product knowledge / Selling skills / Market intelligence / Competitor's check
• Comply to statutory requirement and sales compliance in relation to FSA, KYC, AMLA and all relevant internal policies & procedures and sales compliance Participate in strong teamwork and working relationship with colleagues at all times

Do you have what it takes? We are currently looking for talents who have:

• Malaysian Citizen
• Tertiary Education preferably in the field of Banking, Finance or Business Studies
• Candidates must possess a SPM with at least 3 credits (For enrolment in the mandatory licensing), if SPM is the highest education qualification
• Preferred skill(s): PCE (General), PCE (Life), PCE (Unit Linked), CEILLI, FIMM & TBE
• Candidates with experience in Banking, Insurance or Sales related fields are preferred.
• Fresh Graduates are welcome to apply

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 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.