Wealth Management Sales Executive

Hong Leong Bank; Malaysia; On-site; MYR 45,000 - 75,000; Full time

Job summary

Hong Leong Bank in Malaysia is seeking a results-driven sales professional to drive deposits, insurance and investment product uptake within regulatory guidelines. You will source new leads, complete account openings, and cross-sell wealth products to deepen customer relationships.

The role emphasizes a strong service standard, compliance with KYC/AML policies, and collaboration with leaders to accelerate career growth in wealth management. Diploma or degree holders are invited to apply.

Qualifications

• Diploma or Degree in Banking, Accounting & Finance, Economics, Marketing, or Business Studies.
• Passion for success and keen to work in a sales-driven environment.
• Knowledge of wealth products such as Unit Trusts, Bancassurance, Structured Products, and Dual Currency Investments.
• Good interpersonal and communication skills.

Responsibilities

• Solicit customers for Deposits, Insurance and Investment Products within guidelines.
• Complete cold calling for leads and increase acquisition through high conversions.
• Source and develop new customer leads through referrals.
• Handle Account Opening process including Debit Card issuance.
• Maintain customer information in system (CASA, FD).
• Facilitate HL Connect for new accounts to increase penetration.
• Cross-sell other banking products to increase customer stickiness.
• Ensure compliance with FSA, KYC, AMLA and internal policies.

Skills

Sales prospecting

Wealth products knowledge

Interpersonal skills

Communication skills

Education

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

Tools

HL Connect

Job description

Hong Leong Bank in Malaysia is seeking a results-driven sales professional to drive deposits, insurance and investment product uptake within regulatory guidelines. You will source new leads, complete account openings, and cross-sell wealth products to deepen customer relationships.

The role emphasizes a strong service standard, compliance with KYC/AML policies, and collaboration with leaders to accelerate career growth in wealth management. Diploma or degree holders are invited to apply.