If you are looking to excel and make a difference, take a closer look at us…
Functional (job responsibilities)Implement products strategy and business plans cover online & offline channel to achieve Unit Trust financial targets
Conduct fund due diligence and product evaluation with the Fund Manager for on-boarding unit trust funds
Manage business relationship with asset managers and internal stakeholders including HLB SG, with the objective of securing quality products, in compliance to regulatory requirement and internal guidelines
Collaborate with Wealth Marketing team to formulate product marketing strategy in driving Unit Trust business
Provide feedback on research developments in the local financial services market place
Implement appropriate rules and guidelines to ensure all internal and external, legal, compliance and risk management requirements are met
Collaborate with Investment Counsellor to ensure frontline undergo formal initial and on-going formal training requirements
Responsible for product program and policies update by improving sales process as well as fulfilling regulatory requirements
Work closely with Wealth project team in providing user requirement specification for system enhancement by improving customer experience, productivity as well as fulfilling regulatory requirements
Build up banks Unit Trust products Fee Income
Build up banks Unit Trust AUM
Build up banks Unit Trust products sales
Undergraduate degree in Accounting/Banking/Investment/Finance or a related field
Possess professional investment related certification will be added advantage
Min 5 years of relevant experience in Wealth Management, Financial/Investment field.
Strong interpersonal skills- Personable, approachable, collaborative
Proficient in MS Office such as PowerPoint, Excel, and Words
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.
Top 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
