Manager - Regional Wealth Management (Business Management)

Posted 10 Days Ago
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Tower, MI, USA
In-Office
Senior level
Fintech • Payments • Financial Services
The Role
Act as strategic and execution partner to Head of Wealth Malaysia, driving business planning, performance tracking, governance, stakeholder coordination, and transformation initiatives across Wealth, Priority Banking, Bancassurance, Investment, Treasury, and Advisory. Prepare plans, dashboards and board presentations; monitor risks and compliance; coordinate workstreams, sales campaigns, and leadership communications to ensure execution and visibility of priorities.
Summary Generated by Built In

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

Overview

The Business Manager acts as the strategic and execution support partner to the Head of Wealth Malaysia. Reporting directly to the Head of Wealth Malaysia, the role drives business planning, performance tracking, governance, stakeholder coordination, and strategic initiatives across the Wealth business. This position ensures senior leadership has strong visibility of performance, key priorities, risks, and execution progress, translating strategic direction into clear action plans across Wealth Management, Priority Banking, Bancassurance, Investment, Treasury, and Advisory functions.


Responsibilities

  • Strategic Business Planning: Support the Head of Wealth in developing the Wealth Malaysia strategy (client growth, AUM, revenue, and product penetration); prepare annual business plans, board presentations, and track progress against key transformation initiatives.
  • Performance Management and Analytics: Own the business performance rhythm by monitoring financial, sales, and RM productivity metrics; prepare regular performance dashboards and provide actionable insights to improve portfolio growth.
  • Governance and Business Cadence: Ensure discipline across leadership meetings, monthly business reviews, and decision-making forums by managing agendas, tracking action deliverables, and monitoring timelines and escalation items.
  • Strategic Initiatives and Transformation: Support the execution of core Wealth transformation initiatives (Priority growth/rebranding, digital wealth adoption, and advisory model enhancements) by coordinating workstreams, tracking milestones, and removing blockers.
  • Stakeholder and Frontline Support: Serve as the key coordination point between the Head of Wealth and internal stakeholders by preparing briefing notes, talking points, and townhall materials; support frontline execution via sales campaign tracking and toolkits.
  • Risk, Compliance and Deliverables: Monitor business risks, tracking regulatory, compliance, and audit action items; maintain proper governance records and consistently deliver weekly priority trackers, meeting minutes, and project updates.

Skills & Experience We Are Looking For:

  • Possess Bachelor's Degree in Business, Finance, Economics, Accounting, Actuarial Science, Data Analytics, or a related field.
  • More than 5 to 8 years of experience in banking, wealth management, strategy, business planning, or sales management, with an advantage if experienced in supporting senior leadership.
  • Deep knowledge of affluent, priority, and HNW client segments, with direct experience in investment, bancassurance, wealth advisory, or branch distribution frameworks.
  • Strong business and financial analysis skills with expert proficiency in Excel and PowerPoint to build data dashboards and executive-level presentations.
  • Exceptional verbal and written communication skills with a strong grasp of banking controls and risk compliance; comfortable engaging directly with senior executives and influencing cross-functional teams without authority.

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

  • Bachelor's degree in Business, Finance, Economics, Accounting, Actuarial Science, Data Analytics, or related field.
  • 5 to 8 years experience in banking, wealth management, strategy, business planning, or sales management.
  • Experience supporting senior leadership (advantage).
  • Deep knowledge of affluent, priority, and HNW client segments.
  • Direct experience in investment, bancassurance, wealth advisory, or branch distribution frameworks.
  • Expert proficiency in Excel to build data dashboards and analyses.
  • Expert proficiency in PowerPoint to build executive-level presentations.
  • Strong business and financial analysis skills.
  • Exceptional verbal and written communication and stakeholder influencing skills.
  • Strong grasp of banking controls, risk compliance, and governance.
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The Company
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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