Wealth Executive - Business Channels

Hong Leong BankBR, IN19h ago

Full-timevia indeed

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Job Description

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.

Candidate must possess at least a Diploma or Degree in any field i.e. Banking / Accounting \& Finance / Economics / Marketing / Business Studies;
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. Mandarin is an added advantage.

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.*