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Job Purpose
The Wealth Commercialisation Manager is responsible for driving the growth, monetization, and go-to-market strategy for wealth management products and digital wealth solutions. This role bridges the gap between product development, marketing, sales enablement, and tech/digital channels to ensure products achieve high adoption, target revenue, and customer engagement.
Key Responsibilities
Develop and execute commercialisation strategies for new and existing wealth management products (e.g., unit trusts, structured products, FX, bancassurance, etc).
Establish key performance metrics (AUM, revenue, active customer count, product penetration) and drive cross-functional execution to meet business targets.
Identify target customer segments, value propositions, and optimal pricing strategies in collaboration with product and analytics teams.
Leverage customer analytics and behavior data to optimize product positioning and drive conversion rates across self-serve and assisted channels.
Collaborate with Marketing and Segment teams to plan, launch, and measure integrated marketing and promotional campaigns.
Develop sales collateral, toolkits, and product training materials for Relationship Managers (RMs) and front-line advisors.
Track campaign ROI and continuously refine commercial messaging based on performance data.
Work closely with Product, Compliance, Risk, Legal, Operations, and IT teams to ensure all commercial initiatives meet regulatory standards and are delivered on time.
Monitor competitor landscape, market trends, and regulatory changes to identify new commercial opportunities or potential risks.
Qualifications & Requirements
Education & Experience
Education: Bachelor’s degree in Business Administration, Finance, Economics, Marketing, or a related field.
Experience: 3+ years of experience in wealth/segment management
Key Skills & Competencies
Wealth Product Knowledge: Solid understanding of wealth management solutions (e.g., investments, foreign exchange, insurance, advisory).
Commercial Acumen: Strong business sense with a proven track record of driving revenue growth, campaign execution, and market penetration.
Data-Driven Mindset: Ability to analyze sales performance, user funnels, and customer data to make strategic decisions.
Project Management & Execution: Demonstrated ability to manage complex, cross-functional projects from inception to rollout.
Communication & Influence: Excellent verbal and written communication skills to influence senior stakeholders and align diverse teams.
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 Administration, Finance, Economics, Marketing, or a related field
- 3+ years of experience in wealth or segment management
- Solid understanding of wealth management solutions, including investments, foreign exchange, insurance, and advisory
- Proven track record of driving revenue growth, campaign execution, and market penetration
- Ability to analyze sales performance, user funnels, and customer data
- Demonstrated ability to manage complex, cross-functional projects from inception to rollout
- Excellent verbal and written communication skills
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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