Executive - Regional Wealth Management (Bancassurance)

Posted 5 Days Ago
Be an Early Applicant
Tower, MI, USA
In-Office
Entry level
Fintech • Payments • Financial Services
The Role
Own regional wealth management product strategy, roadmaps, launches, sales enablement, and customer journeys. Analyze sales performance, product mix, conversion rates, and campaign results to identify gaps and develop targeted interventions. Deliver product propositions, campaign plans, performance dashboards, action plans, training support, reports, website updates, and marketing collateral. Collaborate across teams to improve frontline productivity, customer engagement, commercial viability, and sales growth.
Summary Generated by Built In

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

Key Responsibilities

  • Strategy & Roadmap: Provide input into shaping product strategy and maintain the product roadmap aligned with growth priorities.
  • Performance Analysis: Analyse sales performance, product mix, and conversion rates across regions and channels to diagnose performance gaps.
  • Intervention & Optimization: Develop targeted interventions across product positioning, campaigns, and sales models to address underperforming segments.
  • Sales Enablement: Drive product-led sales enablement tools, initiatives, and training to improve frontline productivity and activation.
  • Customer Experience: Design and refine product-driven sales journeys, using post-campaign data to optimize engagement.
  • Commercial Viability: Assess product economics, sustainability, and market viability.

Key Deliverables

  • Product development, launch plans, and proposition roadmaps.
  • Customer and frontline sales campaign planning, launch, tracking and fulfilment.
  • Sales and customer lead analysis reports.
  • Sales and training support.
  • Product performance dashboards segmented by region and channel.
  • Momentum review outputs and structured action plans to drive sales uplift.
  • Website management, collateral maintenance, and training materials.

Qualifications & Skills

  • Experience: Experience in product management, sales enablement, or business analysis (Banca/Financial services experience is a plus).
  • Analytical Skills: Strong ability to track impact, analyze data, and provide data-backed insights to refine products.
  • Execution: Proven track record of managing product launches and maintaining marketing collateral/websites.
  • Communication: Exceptional ability to collaborate across teams and translate complex product features into simple sales tools.

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.

Skills Required

  • Experience in product management, sales enablement, or business analysis
  • Strong analytical ability to track impact, analyze data, and provide data-backed product insights
  • Proven experience managing product launches and maintaining marketing collateral or websites
  • Exceptional communication and cross-functional collaboration skills
  • Ability to translate complex product features into simple sales tools
  • Bancassurance or financial services experience
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Kuala Lumpur, Wilayah Persekutuan
6,612 Employees
Year Founded: 1905

What We Do

Hong Leong Bank Berhad is one of the leading financial services organisations in Malaysia. With a heritage of more than 100 years, it provides comprehensive financial services covering consumer banking, business banking and trade finance, treasury, branch and transaction banking, wealth management, private banking and Islamic financial services. Its merger with EON Bank Group in 2011 has further embedded its position as a core banking franchise with an expanded distribution network of more than 300 branches across the country. With a proven track record in value creation and a highly recognised brand, Hong Leong Bank has also been extending its footprint in the region, with branches in Singapore and Hong Kong and wholly owned subsidiaries in Vietnam and Cambodia. In China, the Bank has a 20% shareholding in Bank of Chengdu Co., Ltd., Sichuan and a consumer finance joint venture. Hong Leong Bank is a subsidiary of Hong Leong Financial Group Berhad, the financial services arm of the Hong Leong Group. Apart from banking, Hong Leong Financial Group is involved in the provision of insurance and takaful, as well as investment banking, unit trust, fund management and stock broking services

Similar Jobs

DraftKings Logo DraftKings

Salesforce Administrator

Digital Media • Gaming • Information Technology • Software • Sports • Esports • Big Data Analytics
Remote or Hybrid
United States
6400 Employees
71K-88K Annually

Apryse Logo Apryse

Enterprise Account Executive

Productivity • Software • App development • Automation
In-Office or Remote
15 Locations
665 Employees
150K-220K Annually

Magna International Logo Magna International

System Engineering Student

Automotive • Hardware • Robotics • Software • Transportation • Manufacturing
Hybrid
Troy, MI, USA
171000 Employees

Magna International Logo Magna International

Quality Intern

Automotive • Hardware • Robotics • Software • Transportation • Manufacturing
Hybrid
Holly, MI, USA
171000 Employees

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Artificial Intelligence • Fintech • Software
New York, New York
9 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account