Wealth Executive (Tangkak Branch)

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.

• Driving for results
• Consistency in performance
• Seeking win-win relationships
• Demonstrating courage and humility
• Taking ownership and make things happen.