If you are looking to excel and make a difference, take a closer look at us…
Functional (job responsibilities)
- Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
- Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
- Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients.
- Portfolio Growth: Focus on growing the Islamic products through effective relationship management and acquisition of new-to-bank clients.
- Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).
Managerial (team/group responsibilities)
- Collaborate closely with Branch to align Bumi segment growth strategies with overall bank-level targets and Shariah governance parameters.
- Cross-Functional Team Leadership: Lead, mentor, and mobilize virtual or direct project teams across regions to execute localized Bumi market acquisition strategies, fostering a high-performance, results- driven culture.
- Lead, motivate and develop the engines within the network to work towards achieving their respective Growth Segment KRA, including broad business exposure and in actively marketing for new business clients through referrals (from customers / panel solicitors / branches) and selective cold calls to achieve Islamic loans and deposit growth.
- Plan, strategize and spearhead with all BCs network, SME & CMB (BCB) and BWD PVPB (WM) sales and marketing programmes / activities to increase Growth Segment Strategy awareness, increase Community Presence and expand the Growth Segment business within the network.
- Assist CGM/ RCGM to identify business and community potential for all BCs within the network.
- In charge of capability building/ training / guidance to respective sales specialist within network and ensure adequately trained and supported in their area of work to drive Growth Segment Strategy Relieving Community General Manager (CGM) when necessary, in terms of providing strategic support, advisory guidance, and timely response management.
Organizational (organizational responsibilities)
- Building and maintaining close relationships with relevant stakeholders and supporting internal functions.
- Adhere to department Standard Operating Procedures (SOP) in complying with audit, compliance, and regulatory guidelines.
- Perform other responsibilities or projects assigned under the Group or Bank’s initiatives.
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
- Proven experience in wealth management and Islamic banking products
- Track record of generating fee-based income through wealth product sales
- Strong client advisory skills including discovery, risk profiling, and tailored recommendations
- Knowledge of PDPA, AML/CFT, and Shariah Governance and ability to ensure compliance
- Experience in new-client acquisition and relationship management for portfolio growth
- Leadership experience mentoring and mobilizing sales or cross-functional teams
- Ability to plan and execute sales and marketing programs to grow target segments
- Capability building, training, and development experience for sales specialists
- Stakeholder management and collaboration with branches and internal functions
- Ability to provide strategic support to senior management and relieve CGM when necessary
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
