Wealth & Personal Banking Advisor

Hong Leong Bank; Kuala Lumpur; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading bank in Malaysia is seeking a Personal Banker to join its Personal Financial Services team. The role involves soliciting customers for deposits and investment products while ensuring compliance with internal policies. Ideal candidates will have a diploma or degree in relevant fields and possess sales skills. A passion for success and expertise in wealth management products is essential, along with excellent communication abilities. The bank promotes a collaborative culture to foster career growth.

Qualifications

• Passion for success and keen to work in a sales-driven environment.
• Good track record and knowledge of wealth products like Unit Trust and Bancassurance.
• Exhibit high professionalism and competency when interacting with customers.

Responsibilities

• Solicit customers for Deposits, Insurance, and Investment Products.
• Source and develop new customer leads through existing customer referrals.
• Comply with bank’s relevant internal policies and procedures.

Skills

Customer service

Account management

Sales skills

Interpersonal communication

Education

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

Job description

A leading bank in Malaysia is seeking a Personal Banker to join its Personal Financial Services team. The role involves soliciting customers for deposits and investment products while ensuring compliance with internal policies. Ideal candidates will have a diploma or degree in relevant fields and possess sales skills. A passion for success and expertise in wealth management products is essential, along with excellent communication abilities. The bank promotes a collaborative culture to foster career growth.