Executive - Personal Financial Services

4 weeks ago


Johor Bahru, 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 win-win 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 Digital-at-the-Core 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 life-long learning, achieve their career aspirations and grow talent from within our organisation._



  • Johor Bahru, 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...


  • Johor Bahru, Malaysia Hong Leong Bank Full time

    If you are looking to excel and make a difference, take a closer look at us Key Responsibilities and Accountabilities Sales & Service- Provide superior customer service to walk-in customers and contribute to expected levels of CSAT (Customer Satisfaction) scores and Mystery Shopping Results;- Carry clear targets for specific products - CASA and FD Book...

  • Account Executive

    4 weeks ago


    Johor Bahru, Malaysia J & J Corporate Services Sdn Bhd Full time

    Responsibility - Coordinate and execute accounting & taxation jobs - Assisting with financial and tax audits - Liaising with clients on any issue arises - Develop and implement policies and procedures with emphasis on internal controls Company Overview We are a professional accounting firm providing high value added financial services. We are also the...


  • Johor Bahru, Malaysia YMT DEVELOPMENT RESOURCES Full time

    We are a team of dynamic financial consultants who are searching for talent to come onboard to join us in this journey. This could be the route that springboard you to an exciting career path. Submit to us your updated resume and academic records and our HR will get in touch with you shortly. - Build your clientele base and identifying prospective clients. -...


  • Johor Bahru, Malaysia PDS International Pte Ltd Full time

    Company based in Singapore (which means you have to travel to Singapore) PDS International is a committed Personal Protective Equipment (PPE) Specialist with the mission to empower all businesses with the innovation and knowledge to keep their workplace health and safety in check. We have expanded regionally in SE Asia and we are looking for enthusiastic...

  • Sales Executive

    4 weeks ago


    Johor Bahru, Malaysia WORLDWIDE CORROSION SERVICES SDN BHD Full time

    Sales Executive Job Responsibilities: - Builds business by identifying and selling prospects; maintaining relationships with clients. - Identifies business opportunities by identifying prospects and evaluating their position in the industry; researching and analysing sales options. - Sells products by establishing contact and developing relationships with...


  • City Centre Johor Bahru Johor Malaysia FOZL Corporate Services (Malaysia) Sdn Bhd Full time

    Engagement with clients.Preparation of service-related documents.Follow up on customer service progress and payment collections.Issuance of tax invoice to clients.Resolve customer's enquiries efficiently and escalate problems promptly.Other customer service-related activities. Diploma/Degree in Business Management/Business Studies or any other...

  • Sales Executive

    6 days ago


    Johor Bahru, Malaysia Lees Frozen Food Sdn Bhd Full time

    Millions of people depend on us every day for their affordable food. Lee's is a global leader in selling, marketing, and distributing food and non-food products to restaurants, healthcare, educational facilities, hospitality businesses, and more. With a vast network, Lee's operates across Southeast Asia and internationally, providing its customers with a...


  • Johor Bahru, Malaysia Agensi Pekerjaan Carpe Diem Executive Sdn Bhd Full time

    **Responsibilities**: - Identify new business opportunities, initiate business development activities, develop and manage key client relationships among others. - Manage and execute the business development strategy for Malaysia Markets - Implement tactical plans to help meet and exceed organizational expectations - Ensure the accuracy, timeliness and...


  • Johor Bahru, Malaysia Sinergia Talents Sdn Bhd Full time

    **Position Overview**: As a Remittance Executive, you will be responsible for facilitating efficient and timely transfer of funds domestically and internationally, ensuring compliance with regulatory requirements and providing exceptional customer service. This role requires meticulous attention to detail, strong communication skills, and the ability to work...


  • Johor Bahru, Malaysia EPS Ventures Sdn Bhd Full time

    **Company background**: Multinational Financial Company **Location**: Johor **Headcount**: Multiple headcount for Various Johor Branches **Who we are looking at?** - Bachelor Degree Fresher - completed with certificate/University Letter - Diploma level and above - with relevant sales experience - Willing to take & ensure passing of Insurance related...

  • Personal Assistant

    4 weeks ago


    Johor Bahru, Malaysia Maven Global Group Sdn Bhd Full time

    **Job Overview**: As a Personal Assistant (PA), you will play a crucial role in providing comprehensive administrative support to a high-level executive or individual. Your responsibilities will encompass managing schedules, coordinating appointments, organizing travel arrangements, handling correspondence, and facilitating smooth communication. The PA acts...

  • Personal Driver

    4 days ago


    Johor Bahru, Malaysia APNKL Full time

    Personal Driver Salary Package : Basic RM 2500 + OT Benefit : EPF, SOCSO, Annual leave, Medical leave, Personal Insurance, Company Background: Motor dealer Working Time: 9am - 6pm, 6 days work Working Location: Kempas Area Job Description: - Familiarity with GPS devices - Knowledge of area roads and neighbourhoods - Must be able to be contacted at any...

  • Personal Driver

    6 days ago


    Johor Bahru, Malaysia Nala Groups Full time

    **Position**: Personal Driver **Salary Package **:Basic RM 2500 + OT **Benefit **:EPF, SOCSO, Annual leave, Medical leave, Personal Insurance, **Company Background**:Motor dealer **Working Time**: 9am - 6pm, 6 days work **Working Location**:Kempas Area - Familiarity with GPS devices. - Knowledge of area roads and neighbourhoods. - Must be able to be...


  • Johor, Malaysia RHB Bank Berhad Full time

    **Position: Personal Banker BancassuranceÂ** **Overview** - To promote various type of life-insurance products by Tokio Marine Life Insurance Malaysia Bhd under the exclusive Bancassurance Partnership between RHB Bank and Tokio Marine - To professionally sell a wide range of banca products to existing and prospective customers - To achieve sales/revenue...

  • Executive Assistant

    4 weeks ago


    Johor Bahru, Malaysia Amethyst Partners Full time

    We are looking for an experienced Personal Assistant to provide comprehensive support to our Director and assist in various operational, administrative, and project-related tasks. This role plays a crucial part in enhancing operational efficiency, maintaining effective communication channels, and supporting decision-making processes within the...


  • Johor Bahru, Malaysia Medcare Healthcare Services Sdn Bhd Full time

    Serves as the primary point of contact for customers seeking guidance or clarification regarding products or services. - Responsible for addressing inquiries, resolving issues, and providing assistance - Accurately documenting customer interactions, identifying recurring issues or trends, and collaborating with internal teams to implement effective...

  • Part Time

    4 weeks ago


    Johor Bahru, Malaysia Watson's Personal Care Stores Sdn Bhd Full time

    **Requirements** - Possess pleasant personality and good communication skills - With or without sales experience are welcomed - Preferable can work on weekdays and weekends - On the job Training will be provided - Able to start immediately or within short notice - Part-Time and Temporary position(s) available. **Responsibility** - Provide good customer...

  • Executive Assistant

    4 weeks ago


    Johor Bahru, Malaysia Amethyst Partners Full time

    We are looking for an experienced Personal Assistant to provide comprehensive support to our Director and assist in various operational, administrative, and project-related tasks. This role plays a crucial part in enhancing operational efficiency, maintaining effective communication channels, and supporting decision-making processes within the...

  • Audit Assisstance

    4 weeks ago


    Johor Bahru, Malaysia LEAD ADVISORY SERVICES SDN BHD Full time

    Auditing clerks collect and examine financial data, such as inventory transactions, for organisations and companies and ensure they are accurate, properly maintained, and that they add up. They review the numbers in databases and documents, evaluate, and consult and assist the source of the transaction if necessary, which includes accountants, managers or...