Wealth Executive (Negeri Sembilan & Melaka Region)

HLB; Malaysia; On-site; MYR 60,000 - 72,000; Full time

Job summary

Hong Leong Bank is seeking a target-driven sales professional for Wealth Management in Malaysia. You will solicit deposits, insurance and investment products, open new accounts, and manage ongoing client relationships to drive growth.

You will perform cold calling, source new leads, and leverage HL Connect to enhance account penetration while ensuring compliance with FSA, KYC, AMLA and bank policies.

Qualifications

• Diploma or Degree in Banking, Accounting & Finance, Economics, Marketing or Business Studies.
• Licenses such as PCE (Life), PCE (General), CIELI, FIMM/FMUTM, IPPC are advantageous.
• Candidate should be sales-driven with a passion for success and good track record in wealth products.
• Strong interpersonal and communication skills are required.

Responsibilities

• Solicit customers for Deposits, Insurance and Investment Products while adhering to lending guidelines.
• Perform cold calling to generate high-quality leads and increase acquisition.
• Source new customer leads through referrals and existing networks.
• Handle account opening processes including Debit Card issuance and CASA/FD maintenance.
• Facilitate HL Connect for new accounts to improve penetration.
• Cross-sell wealth products to strengthen customer relationships and loyalty.
• Maintain professional conduct and comply with internal policies and regulatory requirements (FSA, KYC, AMLA).
• Uphold service standards set by the Bank at all times.

Skills

Sales skills

Communication

Cold calling

Customer relationship

Education

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

Tools

HL Connect

CRM

Job description

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

What’s initfor you:

• Benefit from a strong culture of collaboration by learning from leaders and subject matter experts to drive change and impact in banking;
• Opportunity to fast track your career in Wealth Management.

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.

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 ourorganisation.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 ourorganisation.