Wealth Management Executive: Growth & Impact

Hong Leong Bank; Johor; On-site; MYR 50,000 - 73,000; Full time

Benefits offered by this job

Culture of collaboration

Fast-track career

Wealth management exposure

Job summary

Hong Leong Bank in Malaysia seeks a client-focused sales professional to drive deposits, insurance and wealth product sales. You will complete leads, source new customers, and handle end-to-end onboarding including account opening and debit card issuance.

The role emphasizes compliance with KYC/AML and cross-selling opportunities across a nationwide network. The ideal candidate holds a Diploma or Degree in a related field, with licenses such as PCE or IPPC as an advantage, and exhibits strong

Qualifications

• Candidate must possess at least a Diploma or Degree in Banking / Accounting & Finance / Economics / Marketing / Business Studies.
• Possessing the following licenses will be an advantage: PCE (Life); PCE (General); CIELI; FIMM/FMUTM; IPPC.
• Passion for success and keen to work in a sales-driven environment.
• Good track record and knowledge of wealth products (Unit Trust, Bancassurance, Structured Products, Dual Currency Investments).
• Good inter-personal and communication skills.

Responsibilities

• Solicit customers for Deposits, Insurance and Investment Products.
• Complete cold calling for leads and increase acquisition.
• Source and develop new customer leads through referrals.
• Handle Account Opening and Debit Card issuance for new customers.
• Maintain account information and ensure accuracy in the system.
• Cross sell other banking products as opportunities arise.
• Maintain high professionalism and comply with policies and regulations.]
• To uphold service standards set by the Bank at all times.

Skills

Sales skills

Cold calling

Interpersonal skills

Wealth product knowledge

Cross selling

Education

Diploma or Degree in Banking / Accounting & Finance / Economics / Marketing / Business Studies

Licenses: PCE (Life); PCE (General); CIELI; FIMM/FMUTM; IPPC

Tools

HL Connect

Customer relationship management

Job description

Hong Leong Bank in Malaysia seeks a client-focused sales professional to drive deposits, insurance and wealth product sales. You will complete leads, source new customers, and handle end-to-end onboarding including account opening and debit card issuance.

The role emphasizes compliance with KYC/AML and cross-selling opportunities across a nationwide network. The ideal candidate holds a Diploma or Degree in a related field, with licenses such as PCE or IPPC as an advantage, and exhibits strong