Wealth Executive – Regional Growth (N9/Melaka)

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

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.