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Wealth Executive

Company

Hong Leong Bank

Location

tawau, sabah

Type

Full-time

Responsibilities

  • Solicit customers for Deposits, Insurance and Investment Products within BNM’s Responsible Lending Guidelines and other products as and when required by the Management.
  • Complete cold calling for all related leads assigned and increase acquisition through a high leads conversion rate.
  • Source and develop new customer leads through existing customer’s referrals.
  • Handle the account opening process including debit card issuance of acquired customers.
  • Maintain accounts after opening (CASA, FD) to ensure accurate customer information is captured in the system.
  • Facilitate HL Connect for new accounts opened to increase penetration rate of HL Connect.
  • Cross‑sell other banking products as opportunities arise to increase customer stickiness with HLB.
  • Exhibit high professionalism and competency when interacting with customers.
  • Comply with the bank’s internal policies, SOPs, sales compliance ...

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