Executive - Personal Financial Services

2 weeks ago


Gelang Patah, Johor, Malaysia Hong Leong Bank Full time
If you are looking to excel and make a difference, take a closer look at us

What's in it for you:

  • Opportunity to fast track your career in Wealth Management.

Your Roles & Responsibilities:

  • Solicit customers for Deposits, Insurance and Investment Products within BNMs Responsible Lending Guidelines and other products as and when required by the Management;
  • Complete cold calling for all related leads assigned and to increase acquisition through high leads conversion rate;
  • Source and develop new customer leads through existing customer's referrals;
  • Handling Account Opening process including Debit Card issuance of acquired customers;
  • Account maintenance after account opening (CASA, FD) to ensure accurate customer information is captured in system;
  • Facilitate HL Connect for new account opened to increase penetration rate HL Connect;
  • Cross selling other banking products as and when opportunity arises to increase customers' stickiness with HLB;
  • Exhibit high professionalism and competency when interacting with customers;
  • Comply with bank's relevant internal policies, SOPs, sales compliance and statutory requirement in relation FSA, KYC, AMLA and all relevant internal policies & procedures and sales compliance;
  • To maintain and uphold service standards set by the Bank at all times.
Who are we looking out for:
  • Possessing the follow licenses will be an advantage: PCE (Life); PCE (General); CIELI; FIMM/FMUTM; IPPC;
  • Passion for success and keen to work in a sales
  • driven environment;
  • Good track record and knowledge of wealth products i.e. Unit Trust, Bancassurance, Structured Products, Dual Currency Investments;
  • Good inter
  • personal and communication skills.
  • Other factors for consideration during interview process include examples of_
  • Driving for results;
  • Consistency in performance;
  • Seeking winwin relationships;
  • Demonstrating courage and humility;
  • Taking ownership and make things happen.
  • About Hong Leong Bank_
  • We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a DigitalattheCore ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China._
  • We seek to strike a balance between diversity, inclusion and merit to achieve our _
- mission of infusing diversity in thinking and skillsets into our organisation._
- are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available. _

  • Expanding on our "Digital at the Core" ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive lifelong learning, achieve their career aspirations and grow talent from within our organisation._


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