Area Manager, Branch Wealth Distribution

hlb; Brasil; On-site; BRL 420,000 - 750,000; Full time

Job summary

Hong Leong Bank is seeking an experienced leader to head the Wealth Advisory Branch Distribution, focusing on growing wealth management across 150 branches. You will plan marketing efforts, collaborate with key stakeholders, and drive revenue through cross-selling and client acquisition.

The role requires a strong track record in leading diverse teams, strategic planning, and decision-making with minimal supervision. A Bachelor’s in business-related fields plus relevant licenses is preferred.

Qualifications

• Bachelor degree required or equivalent in business, finance, accounting or related field.
• Licenses such as FMUTM, PCE-L, PCE-G, CEILI, TBE and IPPC/CFP provide advantages.
• Minimum 5 years of sales experience in fee-based products with a proven track record.

Responsibilities

• Monitor and coach team members in compliance with bank regulations and policies.
• Execute business plans to achieve target sets collectively.
• Promote wealth management products and services to customers across channels.
• Collaborate with internal and external stakeholders to generate new client acquisition and cross-sell opportunities.
• Recruit, hire and develop Personal Bankers for top branches to grow wealth management.

Skills

Leadership

Strategic thinking

People management

Sales experience

Education

Bachelor Degree in Business, Finance, Accounting or related fields

FMUTM

PCE-L

PCE-G

CEILI

TBE

IPPC/CFP

Job description

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

Job Responsibilities:

• Monitor and coach team members which compiles with the regulations, guidelines and policies of the bank.
• Mainly responsible to execute effective business plans to deliver the desired target sets collectively.
• Proactively carry out plans to highlight user-friendly and cost-effective sales & services to the customers.
• Initiate marketing strategies meticulously align to the bank in promoting products and services to expand customers via new & existing channels which includes cross selling with the purpose of generating revenue, mainly on wealth management, for more profitable relationships.
• Recruit and hire the right people to build a team of competent Personal Bankers (especially for the top 150 branches) to grow the wealth management business in branch distribution.
• Plan, strategize and recommend to Head of Wealth Advisory Branch Distribution on opportunity for business growth through community marketing/activities.
• To create an achievable working environment.
• Collaborate strategically with internal (especially Branch Managers) and external key stakeholders to ensure strategic alliances are built to solicit for new client acquisition, client servicing or marketing opportunities in Wealth Management for Branch Banking Distribution.
• Work with Specialist teams (Investment, Bancassurance & SMF) to enhance wealth competencies of to the wealth front-liners of Branch Distribution .
• Provide direction and guidance to Personal Banker on areas pertaining to branch wealth sales achievement, compliance and service quality.
• Responsibility to our franchise - put HLB's long term interests ahead of each unit's short-term gains
• Respect the HLB culture & take an active role in the communities
• Support the business to achieve goal of providing superior results for our shareholders

Job Requirements:

• A recognized Bachelor Degree in Business, Finance, Accounting or related fields.
• Those with FMUTM, PCE-L, PCE-G, CEILI, TBE & IPPC/CFP license will have an added advantage
• Minimum of 5 years' working experience preferably in selling fee-based products (Unit trust & Bancassurance products) with a good track record.
• Excellent commercial acumen, interpersonal & managerial skills.
• Leadership skills - able to lead a large diverse team, and foster strong teamwork within
• Able to make independent decisions with minimal supervision.
• Highly motivated and result-driven

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.