Financial Services Representative

2 days ago


Johor Bahru, Johor, Malaysia Hong Leong Bank Berhad Full time

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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