Wealth Solutions Executive

HLB; Shah Alam; On-site; MYR 39,000 - 73,000; Full time

Job summary

Hong Leong Bank is seeking a dynamic, sales-oriented professional to solicit deposits, insurance and investment products within regulatory guidelines. You will complete cold calls, source new leads, and manage new account openings while cross-selling wealth products to build lasting customer relationships.

The ideal candidate holds a Diploma or Degree and may have relevant licenses; strong communication and interpersonal skills are essential, with Mandarin as an added advantage.

Qualifications

• Diploma or Degree in any field (banking/finance preferred)
• Passion for success and a drive to perform in a sales-driven environment
• Strong interpersonal and communication skills

Responsibilities

• Solicit customers for Deposits, Insurance and Investment Products within regulatory guidelines
• Complete cold calling for related leads and increase acquisition through high lead conversion rate
• Source and develop new customer leads through referrals
• Handle Account Opening process including Debit Card issuance
• Maintain account information and operations (CASA, FD) accurately in the system
• Facilitate HL Connect for new accounts to increase penetration
• Cross-sell other banking products to boost customer stickiness
• Exhibit professionalism and comply with internal policies, SOPs and regulatory requirements
• Maintain service standards set by the Bank at all times

Skills

Sales drive

Communication

Interpersonal skills

Mandarin (optional)

Education

Diploma or Degree

Job description

Hong Leong Bank is seeking a dynamic, sales-oriented professional to solicit deposits, insurance and investment products within regulatory guidelines. You will complete cold calls, source new leads, and manage new account openings while cross-selling wealth products to build lasting customer relationships.

The ideal candidate holds a Diploma or Degree and may have relevant licenses; strong communication and interpersonal skills are essential, with Mandarin as an added advantage.