Wealth Solutions Executive

Hong Leong Bank; Kuala Lumpur; On-site; MYR 48,000 - 72,000; Full time

Job summary

Hong Leong Bank Berhad in Kuala Lumpur is seeking a results-driven Banking Sales Executive to solicit deposits, wealth products and insurance, while building long-term relationships with customers.

You will source leads, complete account openings, cross-sell related products and uphold service standards in line with regulatory requirements. Mandarin language skills are a plus in a multicultural environment.

Qualifications

• Diploma or Degree in Banking / Accounting & Finance / Economics / Marketing / Business Studies.
• Licences such as PCE (Life); PCE (General); CIELI; FIMM/FMUTM; IPPC are advantageous.
• Sales-driven mindset and passion for success.
• Knowledge of wealth products (Unit Trust, Bancassurance, Structured Products, Dual Currency Investments).
• Mandarin language is an added advantage.

Responsibilities

• Solicit customers for Deposits, Insurance and Investment Products within guidelines.
• Complete cold calling to increase acquisition through high lead conversion.
• Source and develop new customer leads via referrals.
• Handle Account Opening and Debit Card issuance for new customers.
• Maintain accurate customer information in systems (CASA, FD).
• Facilitate HL Connect for new accounts to boost penetration.
• Cross-sell other banking products to increase customer stickiness.
• Maintain high professionalism when interacting with customers.
• Comply with internal policies, SOPs, sales compliance and regulatory requirements (FSA, KYC, AMLA).
• Maintain service standards set by the Bank.

Skills

Sales mindset

Interpersonal skills

Communication skills

Mandarin (adv)

Education

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

Job description

Hong Leong Bank Berhad in Kuala Lumpur is seeking a results-driven Banking Sales Executive to solicit deposits, wealth products and insurance, while building long-term relationships with customers.

You will source leads, complete account openings, cross-sell related products and uphold service standards in line with regulatory requirements. Mandarin language skills are a plus in a multicultural environment.