Wealth & Investments Advisor

Hong Leong Bank; Johor Bahru; Sur place; MYR 48 000 - 72 000; Plein temps

Résumé du poste

Hong Leong Bank invites motivated professionals to join their team in Malaysia. The role involves soliciting deposits, insurance and investment products, while maintaining compliance with KYC/AML and internal policies.

A Diploma or Degree is required, with advantageous licensing in wealth products and strong sales capabilities. The successful candidate will perform cold calls, source new leads, and drive cross-selling initiatives within a sales-driven environment.

Qualifications

• Diploma or Degree in any field is acceptable.
• Licensing in wealth/product areas is advantageous (PCE Life/General, CIELI, FIMM/FMUTM, IPPC).
• Strong interpersonal and communication skills with a sales mindset.

Responsabilités

• Solicit customers for deposits, insurance, and investment products within guidelines.
• Complete cold calling to generate high-quality leads and increase acquisition.
• Source new leads via referrals and manage onboarding for new accounts.
• Handle account opening and debit card issuance; maintain accurate customer data.

Connaissances

Wealth products

Sales mindset

Interpersonal skills

Mandarin helpful

Drive for results

Formation

Diploma or Degree

PCE (Life) preferred

PCE (General)

CIELI

FIMM/FMUTM

IPPC

Description du poste

Hong Leong Bank invites motivated professionals to join their team in Malaysia. The role involves soliciting deposits, insurance and investment products, while maintaining compliance with KYC/AML and internal policies.

A Diploma or Degree is required, with advantageous licensing in wealth products and strong sales capabilities. The successful candidate will perform cold calls, source new leads, and drive cross-selling initiatives within a sales-driven environment.