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Functional (job responsibilities)- Monitor and analyze sales productivity, product participation, wealth penetration, portfolio growth, and client satisfaction to identify opportunities for improvement and implementation of necessary changes.
- Monitor and track performance management strategies aligned with the overall business objectives as well as the Performance Improvement plan
- Collaborate with various Wealth Sales teams (Private & Priority Banking, Branch Wealth Distribution, PWM Singapore) to integrate performance measures into RWM Business goals.
- Monitor and analyze sales productivity, product participation, penetration rate and client satisfaction to identify opportunities for improvement and implementation of necessary changes for PV, PB & PWM (Malaysia & Singapore)
- Review & monitor the career progression for all segment in RWM Malaysia (Senior Client Advisor, Client Advisor, Relationship Manager, Personal Banker & Personal Banker Associate)
- Prepare Weekly, monthly & quarterly sales reports , progress towards targets, and track sales forecasts from leaders. Coordinate the sales operating rhythm and sales hurdle plan including Quarter Business review & start of the Year
Education/Qualification
- Bachelor’s degree in Business Administration, Finance, Marketing, or a related field.
Experience
- Minimum of 5 years of experience in sales management, portfolio management, or a related field in the wealth management industry
Special Skills
- Strong passion in Sales management and to contribute the skills and knowledge to achieve higher goals.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with stakeholders, and partners.
- Strong analytical and problem-solving skills, with the ability to identify and implement solutions to complex issues
- Ability to work independently, prioritize tasks, and manage multiple projects simultaneously
- Strong business acumen and financial management skills
- Familiarity with relevant regulatory requirements and industry standards
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.
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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
