Wealth Growth Advisor

Hong Leong Bank; Tebrau; Sur place; MYR 40 000 - 70 000; Plein temps

Résumé du poste

Hong Leong Bank in Malaysia seeks a targets-driven Wealth Sales Advisor to build long-term client relationships and promote deposits, insurance, and investments. You will source leads, open accounts, and cross-sell wealth products while upholding KYC/AML standards.

The role requires a diploma or degree and relevant certifications; Mandarin is an added advantage. Join a culture that values collaboration and career progression in wealth management.

Qualifications

• Diploma or degree in any field (Banking / Accounting & Finance / Economics / Marketing / Business Studies).
• PCE (Life)
• PCE (General)
• CIELI
• FIMM/FMUTM
• IPPC
• Passion for success and keen to work in a sales-driven environment
• Good inter-personal and communication skills
• Mandarin speaking is an added advantage

Responsabilités

• Solicit customers for Deposits, Insurance and Investment Products within BNMs Responsible Lending Guidelines.
• Complete cold calling for related leads and increase acquisition through high leads conversion rate.
• Source and develop new customer leads through referrals.
• Handle Account Opening processes including Debit Card issuance.
• Maintain accounts after opening (CASA, FD) and ensure accurate customer information.
• Facilitate HL Connect for new accounts to increase penetration rate.
• Cross-sell other banking products to increase customer stickiness with HLB.
• Demonstrate professionalism and compliance with policies and KYC/AML requirements.
• Maintain service standards set by the Bank at all times.

Description du poste

Hong Leong Bank in Malaysia seeks a targets-driven Wealth Sales Advisor to build long-term client relationships and promote deposits, insurance, and investments. You will source leads, open accounts, and cross-sell wealth products while upholding KYC/AML standards.

The role requires a diploma or degree and relevant certifications; Mandarin is an added advantage. Join a culture that values collaboration and career progression in wealth management.