Personal Banker

1 week ago

Kuala Lumpur, Malaysia Hong Leong Bank Full time

Personal Banker - Personal Financial Services (Penang)

**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**:

- 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.

Job ID JR0000017017

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