Wealth Growth Executive – Banking & Investments

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

Job summary

Hong Leong Bank is seeking a sales-focused professional to acquire deposits, insurance, and investment products in line with lending guidelines. You will manage account openings and maintain client information, while developing new leads from referrals and existing customers.

Role requires a Diploma or Degree; licenses such as PCE (Life)/General, CIELI, FIMM/FMUTM, IPPC are advantageous. Mandarin is a plus in a sales-driven Malaysian environment.

Qualifications

• Diploma or Degree in any field (Banking / Accounting & Finance / Economics / Marketing / Business Studies).
• Licenses such as PCE (Life), PCE (General), CIELI, FIMM/FMUTM, IPPC are advantageous.
• Strong drive to succeed in a sales-driven environment.
• Knowledge of wealth products (Unit Trust, Bancassurance, Structured Products, Dual Currency Investments).
• Good interpersonal and communication skills; Mandarin is an added advantage.

Responsibilities

• Solicit customers for Deposits, Insurance and Investment Products under lending guidelines.
• Complete cold calling to generate high-quality leads and improve acquisition.
• Source and develop new leads from referrals and existing customers.
• Handle account opening and debit card issuance for new clients; maintain CASA and FD data in system.
• Cross-sell other banking products to increase customer stickiness and revenue.

Skills

Interpersonal skills

Communication skills

Sales aptitude

Mandarin (advantage)

Education

Diploma or Degree in any field

Job description

Hong Leong Bank is seeking a sales-focused professional to acquire deposits, insurance, and investment products in line with lending guidelines. You will manage account openings and maintain client information, while developing new leads from referrals and existing customers.

Role requires a Diploma or Degree; licenses such as PCE (Life)/General, CIELI, FIMM/FMUTM, IPPC are advantageous. Mandarin is a plus in a sales-driven Malaysian environment.