Wealth Solutions Executive – Client Growth & Credit

HLB; Sabah; On-site; MYR 45,000 - 78,000; Full time

Job summary

Hong Leong Bank in Malaysia invites applications for a sales-focused role based in Sabah. You will solicit leads via referrals, cold calls, and visits to meet targets while promoting banking and financial products.

You will assess credit applications, build rapport with customers, provide top-notch service, and ensure compliance with FSA, KYC, AMLA and internal policies. Fresh graduates welcome; diploma/higher diploma/bachelor's in Banking or related field preferred.

Qualifications

• Malaysian citizen.
• Candidate must possess at least a Diploma in any field.
• Fresh Graduates are welcome to apply.
• Diploma, Higher Diploma or Bachelor’s degree holder in Banking, Finance, Business Studies or related field is preferred.

Responsibilities

• Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches and any other sales activities to achieve sales targets.
• To actively cross selling Banking/Financial products.
• Assess/evaluate and propose credit applications diligently.
• Build rapport and relationship with chosen customers to establish loyalty and repeated sales and increase product holding.
• Provide excellent customer service and uphold professionalism to reflect Bank’s image
• Seek continuous improvement in the following areas to enhance job skills and competencies :-
• Product knowledge / Selling skills / Market intelligence / Competitor’s check
• Comply to statutory requirement and sales compliance in relation to FSA, KYC, AMLA and all relevant internal policies & procedures and sales compliance
• Participate in strong teamwork and working relationship with colleagues at all times

Skills

PCE (General)

PCE (Life)

PCE (Unit Linked)

CEILLI

Education

Diploma / Higher Diploma or Bachelor's degree in Banking, Finance, Business Studies or related field

Job description

Hong Leong Bank in Malaysia invites applications for a sales-focused role based in Sabah. You will solicit leads via referrals, cold calls, and visits to meet targets while promoting banking and financial products.

You will assess credit applications, build rapport with customers, provide top-notch service, and ensure compliance with FSA, KYC, AMLA and internal policies. Fresh graduates welcome; diploma/higher diploma/bachelor's in Banking or related field preferred.