Area Manager, Branch Wealth Distribution

HLB; Johor Bahru; On-site; MYR 90,000 - 150,000; Full time

Job summary

Hong Leong Bank in Malaysia seeks a seasoned Wealth Advisory professional to lead branch distribution and grow wealth management revenue. You will coach Personal Bankers, design strategies to expand client base, and collaborate with internal teams and external partners to deliver superior banking solutions.

The role requires a bachelor degree in Business/Finance/Accounting, 5+ years in selling fee-based products, and proven leadership with a track record of achieving targets.

Qualifications

• Bachelor degree required in related field (Business, Finance, Accounting).
• FMUTM, PCE-L, PCE-G, CEILI, TBE & IPPC/CFP licenses are an added advantage.
• Minimum 5 years’ experience selling fee-based products (Unit trust & Bancassurance) with a strong track record.
• Strong leadership, interpersonal and managerial abilities.
• Ability to lead a large diverse team with minimal supervision.

Responsibilities

• Monitor and coach team to comply with bank regulations and policies.
• Execute effective business plans to deliver target sets.
• Promote user-friendly, cost-efficient sales and services to customers.
• Strategize and promote wealth products to expand customer base and revenue across channels.
• Recruit and develop Personal Bankers to grow wealth management in branches, especially top 150 branches.
• Collaborate with internal and external stakeholders to form strategic alliances for client acquisition and service in Wealth Management.

Skills

Commercial acumen

Interpersonal skills

Leadership

Managerial skills

Independent decision-making

Education

Bachelor Degree in Business/Finance/Accounting

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 ourmission of infusing diversity in thinking and skillsets into our organisation.Candidatesare 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.