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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 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 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.