If you are looking to excel and make a difference, take a closer look at us…
Key Responsibilities
1. Strategic & Business Support
Support the Head of Wealth Malaysia in driving the overall wealth management strategy, business priorities, and key initiatives across the country.
Assist in preparing business updates, strategy papers, management reports, board materials, and presentation decks related to wealth performance, sales growth, AUM, client acquisition, product penetration, and revenue targets.
Track progress of key strategic initiatives and follow up with relevant teams to ensure timely execution.
2. Performance Monitoring & Reporting
Prepare and consolidate regular business performance reports, including wealth revenue, AUM growth, product sales, RM productivity, client segmentation, campaign performance, and key KPIs.
Highlight key trends, gaps, risks, and opportunities to support decision-making by the Head of Wealth Malaysia.
Coordinate with finance, product, sales, analytics, and regional teams to obtain accurate and timely data.
3. Meeting & Stakeholder Coordination
Coordinate internal and external meetings, including senior management meetings, sales reviews, business reviews, product discussions, and strategic planning sessions.
Prepare meeting agendas, minutes, action items, and follow-up trackers.
Liaise with key stakeholders across Wealth Management, Retail Banking, Private Banking, Investment, Bancassurance, Compliance, Risk, Operations, Marketing, and Regional Wealth teams.
4. Project & Initiative Management
Support the execution of wealth-related projects such as client acquisition campaigns, RM capability-building programmes, product launches, client events, digital wealth initiatives, and service enhancement projects.
Monitor project timelines, deliverables, dependencies, and stakeholder responsibilities.
Escalate delays or issues where required and ensure proper follow-through.
5. Communication & Presentation Support
Draft professional communications, briefing notes, speeches, announcements, and updates on behalf of the Head of Wealth Malaysia.
Prepare clear, concise, and senior-management-ready presentation materials.
Ensure all communication reflects the desired wealth management positioning, business tone, and strategic direction.
6. Governance, Compliance & Confidentiality
Assist in tracking governance matters, approvals, audit-related follow-ups, policy updates, and risk/compliance requirements relevant to the Wealth business.
Maintain proper documentation of key decisions, approvals, reports, and meeting records.
Handle confidential and sensitive business information with discretion and professionalism.
7. Administrative & Executive Support
Manage calendar scheduling, meeting arrangements, travel coordination, expense claims, document preparation, and other administrative matters for the Head of Wealth Malaysia.
Prioritise requests and ensure smooth daily operations for the office of the Head of Wealth.
Act as a reliable point of coordination between the Head of Wealth Malaysia and internal/external stakeholders.
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 wealth management or financial services
- Proficient in data analysis and reporting
- Strong communication and presentation skills
- Ability to coordinate and manage multiple stakeholders
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
