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Hong Leong Bank

Business Channels (Personal Banker)

Early Applicant
  • 2 days ago
  • Be among the first 50 applicants
Exp: 0-2 Years

Banking/Accounting/Financial Services

Job Description

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

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.

  • Driving for results

  • Consistency in performance

  • Seeking win-win relationships

  • Demonstrating courage and humility

  • Taking ownership and make things happen.

Skills Required

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Date Posted: 28/11/2024

Job ID: 101702305

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Last Updated: 30-11-2024 06:33:15 PM
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