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Wealth Executive

Company

Hong Leong Bank

Location

kajang municipal council, selangor

Posted

July 05, 2026

Position Overview

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 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 sell other banking products as and when opportunity arises to increase customers’ stickiness with HLB.
  • Exhibit high professionalism and competency whe...

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