If you are looking to excel and make a difference, take a closer look at us…
We are seeking talents who have the passion to interact and build long-term relationship to increase Share of Wallet of clients. Strong sales and wealth product knowledge, good interpersonal skills and professionalism are key for this role.
What's initfor 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. Mandarin is an added advantage.
- Driving for results
- Consistency in performance
- Seeking win-win relationships
- Demonstrating courage and humility
- Taking ownership and make things happen.
