Financial Services Representative
2 days ago
At Hong Leong Bank, we are committed to delivering exceptional customer service and building long-term relationships with our clients. As a Financial Services Representative, you will be responsible for soliciting leads, cross-selling wealth management products, and providing excellent customer service.
Key Responsibilities:
- Solicit leads through referrals and cold calls to achieve sales targets
- Cross-sell wealth management products to increase product holding
- Build rapport and relationships with chosen customers to establish loyalty
- Provide excellent customer service and uphold professionalism
- Seek continuous improvement in product knowledge, selling skills, and market intelligence
Requirements:
- Tertiary Education in Banking, Finance, or Business Studies
- SPM with at least 3 credits (for mandatory licensing)
- Preferred skill(s): PCE (General), PCE (Life), PCE (Unit Linked), CEILLI, FIMM & TBE
- Candidates with experience in Banking, Insurance, or Sales related fields are preferred
- Fresh Graduates are welcome to apply
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