Executive - Business Channels (Graduate Trainee Personal Banker Associate)

Executive - Business Channels (Graduate Trainee Personal Banker Associate)

Job Overview

Apply locations SWY-BANDAR SUNWAY BR time type Full time posted on Posted 30+ Days Ago job requisition id JR0000018984

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 required by Management;

• Complete cold calling for all related leads assigned to increase acquisition through high leads conversion rate;

• Source and develop new customer leads through existing customer referrals;

• Handle Account Opening process including Debit Card issuance for acquired customers;

• Maintain accounts after opening (CASA, FD) to ensure accurate customer information is captured in the system;

• Facilitate HL Connect for new accounts opened to increase penetration rate;

• Cross-sell other banking products as opportunities arise to increase customer stickiness with HLB;

• Exhibit high professionalism and competency when interacting with customers;

• Comply with bank’s relevant internal policies, SOPs, sales compliance, and statutory requirements related to FSA, KYC, AMLA, and all relevant internal policies & procedures;

• Maintain and uphold service standards set by the Bank at all times.

Who are we looking for:

• Candidate must possess at least a Diploma or Degree in any field (e.g., Banking, Accounting & Finance, Economics, Marketing, Business Studies);

• Possessing the following 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 (e.g., Unit Trust, Bancassurance, Structured Products, Dual Currency Investments);

• Good interpersonal and communication skills.

Other factors for consideration during the interview process:

• Driving for results;

• Consistency in performance;

• Seeking win-win relationships;

• Demonstrating courage and humility;

• Taking ownership and making 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.

We seek to strike a balance between diversity, inclusion, and merit to achieve our mission of infusing diversity in thinking and skillsets into our organization. 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 digitizing the employee journey and experience to provide a strong foundation for our people to drive lifelong learning, achieve their career aspirations, and grow talent from within our organization.

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