Wealth Executive

Hong Leong Bank Berhad

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KJN-KAJANG BR Until 9/19/2026 2+ years exp First posted July 21, 2026 Last posted July 21, 2026
Job description

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

Job Responsibilities:

  • Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches, road show and any other sales activities to achieve sales targets.
  • To actively cross selling Banking/Financial products.
  • Assess/evaluate and propose credit applications diligently.
  • Build rapport and relationship with chosen customers to establish loyalty and repeated sales and increase product holding.
  • Provide excellent customer service and uphold professionalism to reflect Bank’s image
  • Seek continuous improvement in the following areas to enhance job skills and competencies
  • Product knowledge / Selling skills / Market intelligence / Competitor’s check
  • Comply to statutory requirement and sales compliance in relation to FSA, KYC, AMLA and all relevant internal policies & procedures and sales compliance
  • Participate in strong teamwork and working relationship with colleagues at all times

Do you have what it takes? We are currently looking for talents who have:-

  • Candidate must possess at least a Diploma in any field.
  • Required skill(s): PCE (General), PCE (Life), PCE (Unit Linked), CEILLI
  • At least 2 year(s) of working experience in the related field is required for this position.

About Hong Leong Bank

We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.

We seek to strike a balance between diversity, inclusion and merit to achieve our mission of infusing diversity in thinking and skillsets into our organisation. Candidates are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available. Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation.

Realise your full potential at Hong Leong Bank by applying now.

About this role

Summary

Sell banking products, evaluate credit, build customer relationships, ensure compliance.

Job title

Wealth Executive

Experience level

2+ years

Minimum experience

2+ years exp

Industry

finance

Location requirements

KJN-KAJANG BR, Malaysia, no remote work allowed

Salary

Not specified

Management role

No

Skills & keywords

Required skills

PCE (General)PCE (Life)PCE (Unit Linked)CEILLI

Preferred skills

None specified

Specializations

financial productscredit evaluationcustomer servicesales
Locations

Structured locations inferred from the posting.

Unknown location

On-site