Wealth Management Advisor

HLB; Ampang Jaya; On-site; MYR 60,000 - 90,000; Full time

Job summary

Hong Leong Bank is seeking talented individuals for a sales-driven banking role in Malaysia. The ideal candidate will possess a diploma or degree and have strong knowledge of wealth products, with excellent interpersonal skills and professionalism.

Mandarin is an added advantage, and relevant licenses are a plus. The role involves deposits, insurance and investment product solicitation, account opening, and cross-selling to increase customer stickiness.

Qualifications

• Diploma or degree in any field.
• Sales orientation with wealth product knowledge.
• Good interpersonal skills and professionalism.
• Mandarin is an added advantage.
• Possessing licenses such as PCE Life, PCE General, CIELI, FIMM/FMUTM, IPPC is a plus.

Responsibilities

• Solicit customers for Deposits, Insurance and Investment Products within BNMs Responsible Lending Guidelines and other products as required by the Management.
• Complete cold calling for leads and to increase acquisition.
• Source and develop new customer leads through referrals.
• Handle Account Opening process including Debit Card issuance of acquired customers.
• Account maintenance after account opening (CASA, FD) to ensure accurate customer information is captured in system.
• Facilitate HL Connect for new account opened to increase penetration rate HL Connect.
• Cross selling other banking products as and when opportunity arises to increase customers’ stickiness with HLB.
• Exhibit high professionalism and competency when interacting with customers.
• Comply with bank’s relevant internal policies, SOPs, sales compliance and regulatory requirements (FSA, KYC, AMLA).
• Maintain and uphold service standards set by the Bank at all times.

Skills

Sales

Wealth products

Interpersonal skills

Professionalism

Education

Diploma or Degree in any field

Job description

Hong Leong Bank is seeking talented individuals for a sales-driven banking role in Malaysia. The ideal candidate will possess a diploma or degree and have strong knowledge of wealth products, with excellent interpersonal skills and professionalism.

Mandarin is an added advantage, and relevant licenses are a plus. The role involves deposits, insurance and investment product solicitation, account opening, and cross-selling to increase customer stickiness.