Wealth Management Sales Specialist

Hong Leong Bank; Negeri Sembilan; On-site; MYR 30,000 - 60,000; Full time

Job summary

Hong Leong Bank in Malaysia seeks a results-driven sales professional to grow deposits, insurance and investment products within regulatory guidelines. You will conduct cold calls, source new leads, and expand cross-selling opportunities to boost customer loyalty.

The role requires handling account openings, maintaining accurate records, and upholding service standards. The ideal candidate holds a Diploma or Degree in Banking/Finance or related field, with strong interpersonal and communication

Qualifications

• Must possess a Diploma or Degree in Banking / Accounting & Finance / Economics / Marketing / Business Studies.
• Good interpersonal and communication skills with a sales-driven mindset.
• Experience or knowledge in wealth products such as Unit Trust, Bancassurance, Structured Products, Dual Currency Investments is a plus.

Responsibilities

• Solicit customers for Deposits, Insurance and Investment Products within guidelines.
• Complete cold calling and develop new customer leads through referrals and existing customers.
• Cross-sell banking products to increase customer engagement and stickiness.
• Handle Account Opening process and ensure accurate customer data in systems.
• Maintain service standards and comply with internal policies and regulatory requirements.

Skills

Interpersonal skills

Communication skills

Sales aptitude

Education

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

Job description

Hong Leong Bank in Malaysia seeks a results-driven sales professional to grow deposits, insurance and investment products within regulatory guidelines. You will conduct cold calls, source new leads, and expand cross-selling opportunities to boost customer loyalty.

The role requires handling account openings, maintaining accurate records, and upholding service standards. The ideal candidate holds a Diploma or Degree in Banking/Finance or related field, with strong interpersonal and communication