Head, Sales Management & Productivity

Posted 7 Days Ago
Be an Early Applicant
Tower, MI, USA
In-Office
Expert/Leader
Fintech • Payments • Financial Services
The Role
Leads sales management and productivity strategies for the affluent wealth-management segment. Develops sales operating rhythms, pipeline tracking, portfolio-management frameworks, coaching tools, and sales training programs. Monitors productivity, product participation, wealth penetration, portfolio growth, and client satisfaction to identify improvement opportunities. Partners across departments to launch sales tools and approaches, deepen client relationships, grow wealth business, and improve client acquisition and product holdings.
Summary Generated by Built In

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

The Head, Sales Management & Productivity will be responsible for leading and driving sales management and productivity plans for the affluent segment. This role will oversee the development and implementation of strategies to grow wealth business, increase team productivity/product participation/wealth penetration and client acquisition. The ideal candidate will have extensive experience in sales management, sales discipline management, portfolio management, and a deep understanding of the wealth management industry.

Job Responsibilities:

  • Develop and implement sales management and sales discipline strategies and initiatives.

  • Support the sales leaders in providing coaching tools, feedback and development tools to ensure optimal performance and productivity.

  • Develop sales operating rhythm and sales hurdle plan

  • Build a structured pipeline and sales tracking management framework.

  • Collaborate with other departments to develop and launch new sales approaches/tools and differentiated KYC conversation to help RMs to deepen the relationship with clients

  • Monitor and analyze sales productivity, product participation, wealth penetration, portfolio growth, and client satisfaction to identify opportunities for improvement and implementation of necessary changes.

  • Develop and actively manage the client portfolio management framework to increase clients’ product holdings  

  • Develop and implement training and development programs for the sales team to enhance their skills and knowledge

Stay-up-to date with industry trends, competitive landscape, and emerging technologies to identify opportunities for growth and innovation

Job Requirements:

  • Malaysian citizen

  • Bachelor's degree in Business Administration, Finance, Marketing & any related field.

  • Minimum of 8-10 years of experience in sales management, portfolio management, or a related field in the wealth management industry

  • Strong passion in wealth management business and to contribute the skills and knowledge to motivate and inspire team members to achieve higher goals.

  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients, stakeholders, and partners.

  • Strong analytical and problem-solving skills, with the ability to identify and implement solutions to complex issues together with strong business acumen and financial management skills

What’s next?

  • Once you’ve applied online, our team will carefully review your application. Due to a high volume of applications, we appreciate your patience to allow for a fair and timely review process.

  • Should you be shortlisted for the role, we will send you an invitation via email for an interview. You can also check on your application status by logging into your candidate account.

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

  • Malaysian citizenship
  • Bachelor’s degree in Business Administration, Finance, Marketing, or a related field
  • 8–10 years of experience in sales management, portfolio management, or a related field within the wealth-management industry
  • Passion for wealth-management business and ability to motivate and inspire team members
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving skills
  • Strong business acumen and financial-management skills
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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

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