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Executive - Personal Financial Services (Personal Banker) Position in Taman Ungku Tun Aminah - Hong Leong Bank Berhad


Job description

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

What’s in it for you:
  • Benefit from a strong culture of collaboration by learning from leaders and subject matter experts to drive change and impact in banking;

  • 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:

  • 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.

  • Driving for results;

  • Consistency in performance;

  • Seeking win-win relationships;

  • Demonstrating courage and humility;

  • Taking ownership and make things happen.

  • Required Skill Profession

    Financial Clerks


    • Job Details

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    9 Jobs in Taman Ungku Tun Aminah
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