Regional Wealth Management Operations Support

Reposted 6 Days Ago
Be an Early Applicant
Tower, MI
In-Office
Entry level
Fintech • Payments • Financial Services
The Role
This role involves processing Priority Banking applications, managing requests from branches, ensuring timely issuance of debit cards, and conducting compliance checks. Responsibilities include executing control self-assessments and maintaining documentation systems.
Summary Generated by Built In

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

Job Responsibilities:

  • Processing Priority Banking application, Priority Banking system Tagging/un-tagging received from all Priority Banking Centers and nationwide branches within TAT of 2 working days.

  • To ensure TAT is met for PFS Marketing on Ad-hoc request such as Reassignment & Retagging of RM portfolio and bulk tagging of RM.

  • Ensure issuance of PB Debit Card (with name embossed) within TAT of 2 working days.

  • To ensure all Customer Report & Request Form received from all PBCs and nationwide branches are attended immediately such as replacement of PB Debit card changing of withdrawal limit & retail purchase limit, tagging/un-tagging of account for PB Debit card

  • Tag Fax Baking Applications and ensure issuance of confirmation letter to PB customers

  • Ensure timely Weekly/monthly Reporting to PFS Marketing on PB applications for RM’s incentive purposes

  • To ensure the PB leads is attended on time by the PBC RMs to manage customer expectations.

  • To ensure all pre-transaction compliance call backs are performed as per SOP

  • Execute Control Self-Assessment (CSA) of the department

  • Perform call back to customers on confirmation of product disclosure and compliance in accordance to the Customer Risk Profiling framework, this includes call back to the Vulnerable Investors (VI) and daily checking of VI report to ensure no VI is left unattended.

  • Ensure TAT of ad-hoc investigations and findings are met

  • Support Business Unit Compliance Representatives (BUCR) of Retail Wealth Management Services (RWMS) and other compliance representatives that may liaise with for the function and role.

  • Develop and carry out an efficient documentation and filing system to ensure all important documentation are organized and up-to-date.

Job Requirements:

  • Malaysian citizen

  • Minimum Diploma or Undergraduate degree in Accounting/Banking/Investment/Finance or a related field from any recognized colleges or university.

  • Good command of English and Chinese (both oral and written)

  • Excellent interpersonal skills.

  • Highly motivated and result-driven

  • Proficient in MS Office such as PowerPoint, Excel, and Words

  • Problem-solving skills – good at troubleshooting and resourceful

What’s next?

  • Once you’ve applied online, our team will carefully review your application. Due to a high volume of applications, we appreciate your patience to allow for a fair and timely review process.

  • Should you be shortlisted for the role, we will send you an invitation via email for an interview. You can also check on your application status by logging into your candidate account.

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

MS Office
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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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