Wealth Executive (Penang) — Fast-Track Your Wealth Career

HLB; George Town; On-site; MYR 48,000 - 75,000; Full time

Job summary

Hong Leong Bank is seeking a results-driven sales-focused professional in Malaysia to drive wealth management products and services. You will solicit customers for deposits, insurance, and investments, while cold-calling leads to grow client base and cross-sell related banking products.

You will handle account openings, maintain client data, and ensure adherence to KYC/AML policies, with a strong emphasis on professionalism and regulatory compliance in a sales-driven environment.

Qualifications

• 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.

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.

Skills

Interpersonal skills

Communication skills

Wealth products knowledge

Education

Diploma or Degree in any field (Banking / Accounting & Finance / Economics / Marketing / Business Studies)

Tools

PCE (Life)

PCE (General)

CIELI

FIMM/FMUTM

IPPC

Job description

Hong Leong Bank is seeking a results-driven sales-focused professional in Malaysia to drive wealth management products and services. You will solicit customers for deposits, insurance, and investments, while cold-calling leads to grow client base and cross-sell related banking products.

You will handle account openings, maintain client data, and ensure adherence to KYC/AML policies, with a strong emphasis on professionalism and regulatory compliance in a sales-driven environment.