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._

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