Wealth Executive: Grow Client Wealth & Solutions

Hong Leong Bank; Johor; On-site; MYR 36,000 - 72,000; Full time

Job summary

Hong Leong Bank is seeking a Sales-focused Banking Professional in Malaysia to solicit deposits, insurance and investment products within lending guidelines. You will perform cold calls, build new leads, and manage end-to-end account openings for acquired customers while ensuring accuracy in system records.

Candidates should have a Diploma or Degree in related fields, with licenses as an advantage. Strong interpersonal skills and a drive for results are essential; Mandarin is a plus as the role

Qualifications

• Diploma or Degree in Banking, Accounting & Finance, Economics, Marketing or Business Studies is required.
• Licenses such as PCE, CIELI, IPPC or similar financial licenses are an advantage.
• Knowledge of wealth products (Unit Trusts, Bancassurance, Structured Products, DCI) is preferred.
• Strong interpersonal and communication skills; Mandarin is a plus.

Responsibilities

• Solicit customers for deposits, insurance and investment products within lending guidelines.
• Complete cold calling and develop new leads to improve acquisition.
• Source referrals from existing customers and manage end-to-end account opening processes.
• Cross-sell banking products to increase customer stickiness and revenue.
• Uphold service standards and comply with KYC/AML and internal policies.

Skills

Sales-driven

Interpersonal skills

Communication skills

Driving for results

Consistency in performance

Education

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

Tools

CRM software

Job description

Hong Leong Bank is seeking a Sales-focused Banking Professional in Malaysia to solicit deposits, insurance and investment products within lending guidelines. You will perform cold calls, build new leads, and manage end-to-end account openings for acquired customers while ensuring accuracy in system records.

Candidates should have a Diploma or Degree in related fields, with licenses as an advantage. Strong interpersonal skills and a drive for results are essential; Mandarin is a plus as the role