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

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. Mandarin is an added advantage.

Wealth Executive - Business Channels