Wealth Management Sales Specialist

Hong Leong Bank Berhad; Johor; On-site; MYR 36,000 - 60,000; Full time

Job summary

Hong Leong Bank Berhad in Malaysia is seeking a results-driven wealth management sales professional. You will solicit deposits, insurance and investment products, handle account openings and cross-sell to build strong customer relationships.

Responsibilities include sourcing new leads, maintaining data accuracy, and ensuring compliance with KYC/AML standards. A relevant degree and sales experience in banking are preferred, with opportunities for career progression within a leading financial

Qualifications

• Diploma or Degree in any field is preferred.
• Licenses such as PCE (Life/General), CIELI, FIMM/FMUTM, IPPC are advantageous.
• Demonstrated passion for success in a sales-driven environment.
• Knowledge of wealth products (Unit Trust, Bancassurance, Structured Products, Dual Currency Investments).
• Strong interpersonal and communication skills.

Responsibilities

• Solicit deposits, insurance and investment products within guidelines.
• Complete cold calling to increase acquisition and leads conversion.
• Source new leads via referrals and existing customers.
• Handle account opening process including debit card issuance.
• Maintain accurate customer data and use HL Connect for new accounts.
• Cross-sell other banking products to deepen customer relationships.
• Maintain high professionalism and adhere to internal policies and compliance.

Skills

Diploma or Degree in Banking/Finance/3

Sales mindset

Wealth products knowledge

Interpersonal communication

Education

Diploma or Degree in Banking/Finance/Business

Job description

Hong Leong Bank Berhad in Malaysia is seeking a results-driven wealth management sales professional. You will solicit deposits, insurance and investment products, handle account openings and cross-sell to build strong customer relationships.

Responsibilities include sourcing new leads, maintaining data accuracy, and ensuring compliance with KYC/AML standards. A relevant degree and sales experience in banking are preferred, with opportunities for career progression within a leading financial