Wealth Executive (Northern Region)

Hong Leong Bank; Kedah; On-site; MYR 39,000 - 61,000; Full time

Benefits offered by this job

Career fast track in Wealth Management

Job summary

Hong Leong Bank in Kedah is seeking a Wealth Management Sales professional to drive deposits, insurance, and investment product sales. You will open accounts, process issuances, and nurture customer relationships while adhering to KYC/AML and internal policies.

The role emphasizes a sales-driven, customer-focused environment with opportunities for career progression within Hong Leong Bank’s wealth platform and digital services.

Qualifications

• Candidate must possess a Diploma or Degree in Banking, Accounting & Finance, Economics, Marketing or Business Studies.
• Licenses PCE Life and PCE General are advantageous for the role.
• Favourable licenses: CIELI, FIMM/FMUTM, IPPC.
• Good track record and keen to work in a sales-driven environment.
• Solid knowledge of wealth products such as Unit Trust, Bancassurance, Structured Products, and Dual Currency Investments.
• Strong interpersonal and communication skills.

Responsibilities

• Solicit customers for Deposits, Insurance and Investment Products within guidelines and management requests.
• Complete cold calling for related leads to increase acquisition through high conversion.
• Source and develop new customer leads through referrals.
• Handle account opening including Debit Card issuance for new customers.
• Maintain accounts post-opening (CASA, FD) with accurate data in systems.
• Facilitate HL Connect for new accounts to boost penetration.
• Cross-sell other banking products to increase customer stickiness with HLB.
• Exhibit professionalism and competence in customer interactions.
• Comply with internal policies, SOPs, sales compliance, and KYC/AML requirements.
• Maintain and uphold service standards set by the Bank.

Skills

Sales orientation

Lead generation

Customer relationship

Communication

Education

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

Tools

PCE Life

PCE General

CIELI

FIMM/FMUTM

IPPC

Job description

If you are looking to excel and make a difference, take a closer look at us… What’s in it for 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 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. Hong Leong Bank (“HLB”) stands proudly as a leading financial services institution based in Malaysia, providing a wide range of comprehensive and innovative financial solutions across the region. These services are delivered through both digital and traditional means, via online and mobile banking, as well as our digital branch concept to provide customers with an efficient and seamless experience aided by technology. As the service and financial landscape changes rapidly with the ever-increasing use of technology, staying attuned to customers needs and desires becomes even more critical to HLB’s operations. To stay ahead of these dynamic changes, the Bank has adopted the approach of reimagining banking by embedding digital considerations and customer centricity in every aspect of our operations, from products and services as well as customer care and engagement. HLB’s ethos of being Digital-At-The-Core powered by customers-at-the-forefront will continue to lead us to innovate offerings in line with our aspiration of being a highly digital and innovative financial services organization.