Wealth Sales Executive – Banking & Investments

Hong Leong Bank; Malaysia; Hybrid; MYR 60,000 - 90,000; Full time

Job summary

Hong Leong Bank is seeking a Wealth Executive for its Business Channels in Malaysia. You will solicit deposits, insurance and wealth products, conduct cold calls, generate new leads, and manage the account opening process along with ongoing maintenance to ensure accurate customer information in the system.

The role requires a Diploma or Degree in Banking/Finance/Business and knowledge of wealth products. Proficiency in KYC/AML and strong interpersonal skills are essential; Mandarin is an added

Qualifications

• Diploma or Degree in Banking/Commerce, Finance or related field.
• Appropriate licenses (PCE Life/General, CIELI, FIMM/FMUTM, IPPC) are a plus.
• Strong knowledge of wealth products (Unit Trusts, Bancassurance, Structured Products, DCI).
• Excellent interpersonal and communication skills.

Responsibilities

• Solicit customers for Deposits, Insurance and Investment Products within BNMs Responsible Lending Guidelines and other products.
• Complete cold calling for all related leads and increase acquisition through high leads conversion rate.
• Source and develop new customer leads through existing customers' referrals.
• Handle account opening including Debit Card issuance and CASA maintenance to ensure accurate data.

Skills

Sales skills

Client relationship

Financial product knowledge

KYC/AML compliance

Mandarin (advantage)

Education

Diploma or Degree in Banking/Finance/Business

Tools

HL Connect

Job description

Hong Leong Bank is seeking a Wealth Executive for its Business Channels in Malaysia. You will solicit deposits, insurance and wealth products, conduct cold calls, generate new leads, and manage the account opening process along with ongoing maintenance to ensure accurate customer information in the system.

The role requires a Diploma or Degree in Banking/Finance/Business and knowledge of wealth products. Proficiency in KYC/AML and strong interpersonal skills are essential; Mandarin is an added