Wealth Growth Advisor

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

Job summary

Hong Leong Bank in Malaysia seeks talents for wealth management sales. The role involves soliciting leads via referrals and cold calls to meet targets, and cross-selling Wealth Management products to build loyalty. You will provide excellent customer service to reflect the bank’s image.

Requirements include Malaysian citizenship, SPM with credits, and tertiary studies in Banking/Finance/Business. Prior banking or sales experience is preferred, fresh graduates welcomed.

Qualifications

• Malaysian citizen required.
• SPM with at least 3 credits for mandatory licensing.
• Tertiary education in Banking/Finance/Business preferred.

Responsibilities

• Solicit leads via referrals and cold calls to achieve sales targets.
• Cross-sell Wealth Management products and build rapport to increase loyalty and sales.
• Provide excellent customer service and reflect the bank’s professional image.
• Seek continuous improvement in product knowledge, selling skills, market intelligence and competitor checks.
• Comply with FSA, KYC, AMLA and internal policies and sales compliance.
• Participate in strong teamwork and collaboration with colleagues.

Skills

PCE (General)

PCE (Life)

PCE (Unit Linked)

CEILLI

FIMM & TBE

Education

SPM with at least 3 credits

Tertiary Education in Banking/Finance/Business

Job description

Hong Leong Bank in Malaysia seeks talents for wealth management sales. The role involves soliciting leads via referrals and cold calls to meet targets, and cross-selling Wealth Management products to build loyalty. You will provide excellent customer service to reflect the bank’s image.

Requirements include Malaysian citizenship, SPM with credits, and tertiary studies in Banking/Finance/Business. Prior banking or sales experience is preferred, fresh graduates welcomed.