Mgr - Personal Financial Services (High Net Worth Marketing - Mortgage)

2 days ago

HLTHong Leong Tower, Malaysia Hong Leong Bank Full time

If you are looking to excel and make a difference, take a closer look at us…

Functional (job responsibilities)
 Solicit the consumer lending business across the High Net Worth (HNW) client segment;
 Achieve sales target by securing new quality loans in line with Management decision on the portfolio mix of products and customers;
 Engage with business partners / referrals such as developers, real estate agencies, existing customers and internal referrals;
 Assist in the launch of various marketing promotions such as HNW client acquisition and cross-selling;
 Manage HNW client relationship and develop customized solutions to meet client needs;
 Ensure documents for loan application received from business partners / referrals are in accordance to guidelines requirement;
 Ensure consent is given by customer before proceeding further on the loan applications;
 Interview applicant and conduct thorough KYC;
 Ensure authentication of identification, income and related documents;
 Perform data entry in LOAD$ system and ensure data keyed in is complete and accurate;
 Perform CTOS enquiry;
 Perform credit recommendation or write up to the loan application;
 Constantly follow up on the status of cases submitted on a daily basis and investigate those cases that have been delayed for approval and disbursement;
 Conduct site visits when required;
 Ensure timely issuance of Letter Offer (LO) to customer / dealer and follow up on the execution of MG and other related documents;
 Support and assist on any other ad-hoc projects or Bank wide initiatives.

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. Candidates 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.

Realise your full potential at Hong Leong Bank by applying now.

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