Wealth Executive - Business Channels

HLB; Malaysia; Presencial; MYR 60.000 - 90.000; Jornada completa

Descripción de la vacante

Hong Leong Bank in Malaysia seeks an energetic sales-focused professional to drive deposits, insurance and investment products. You will prospect new customers, qualify leads, and process new accounts including debit cards, while maintaining accurate records and adhering to KYC/AML guidelines.

The role involves cross-selling wealth products, leveraging HL Connect, and upholding high service standards in a sales-driven environment.

Formación

• Diploma or degree in a relevant field.
• Good interpersonal and communication skills.
• Knowledge of wealth products such as Unit Trusts, Bancassurance, Structured Products, and Dual Currency Investments.

Responsabilidades

• Solicit customers for Deposits, Insurance and Investment Products within guidelines.
• Complete cold calling to increase acquisition through high lead conversion.
• Source and develop new leads through referrals from existing customers.
• Handle account opening including Debit Card issuance for new customers.
• Maintain account information accurately and manage CASA and FD accounts.
• Facilitate HL Connect for new accounts to increase penetration.
• Cross-sell other banking products to increase customer stickiness with HLB.
• Demonstrate professionalism and comply with internal policies and regulatory requirements.
• Maintain service standards set by the Bank.

Conocimientos

Interpersonal skills

Mandarin language (advantage)

Sales mindset

Educación

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

Licenses: PCE (Life); PCE (General); CIELI; FIMM/FMUTM; IPPC

Descripción del empleo

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.