Executive - Business Channels (Graduate Trainee Personal Banker Associate)

19 hours ago


Melaka, 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._


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