Area Manager, Priority Banking

Hong Leong Bank; Malaysia; Sur place; MYR 180 000 - 320 000; Plein temps

Résumé du poste

Hong Leong Bank in Malaysia is seeking a senior Priority Banking leader to strategize, lead and grow AUM and Investment and Insurance Revenue for the Priority Banking Centre. You will oversee day-to-day operations, implement sales and marketing strategies, set team goals and drive regulatory compliance.

The role requires an undergraduate degree in accounting, banking or finance, with at least 10 years in financial services and 3–5 years in managing high‑net‑worth wealth sales.

Qualifications

• Undergraduate degree in Accounting/Banking/Investment/Finance or a related field from any recognized university.
• Possess relevant certification and licenses in Investment and Bancassurance
• At least 10 years of relevant experience in a financial institution
• At least 3 - 5 years of relevant experience in managing HNW banking and wealth management sales.
• Excellent commercial acumen, analytical and interpersonal skills.
• Leadership skills - able to lead a large diverse team, and foster strong teamwork within Priority Banking Centre.
• Able to make independent decisions with minimal supervision.
• Highly motivated and result-driven Develop young talent for wealth management front-line

Responsabilités

• Strategically plan, lead, organize and execute all Priority Banking business initiatives to grow AUM and I&I Rev for the Priority Banking Center (PBC).
• Effectively manage day-to-day management of the PBC to ensure operational efficiency and profit maximization by implementing tactical sales & marketing strategies and setting team goals.
• Evaluate resources, market information and sales force capability to devise a structured and effective sales plan for execution.
• Develop a service model with people capability and process efficiency to ensure the PBC has a strong presence in the local community.
• Proactively engage existing customers and prospects with regular joint sales calls and visits with RMs.
• Drive and create a strong culture of teamwork and enhance working relationships with all stakeholders.
• Lead, motivate and manage Relationship Managers (RMs) to achieve revenue targets.
• Coach and provide guidance to PBC staff to ensure training and licensing requirements are met.
• Collaborate strategically with other segments and sales channels to solicit high net worth referrals and opportunities.
• Ensure PBC audit and compliance with internal policies and regulatory requirements.

Connaissances

Commercial acumen

Analytical skills

Interpersonal skills

Leadership

Independent decision making

Results driven

Talent development

Formation

Undergraduate degree in Accounting/Banking/Investment/Finance

Description du poste

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

Job Responsibilities:

Strategically plan, lead, organize and execute all Priority Banking business initiatives to grow Asset Under Management (AUM) and Investment and Insurance Revenue (I&I Rev) for the Priority Banking Center (PBC). Effectively manage and oversee the overall day-to-day management of the PBC, to ensure operational efficiency and profit maximization by implementing tactical sales & marketing strategies, setting team goals and direction to achieve targets given. Evaluate resources, market information and sales force capability to devise a structured and effective sales plan for execution. Develop a service model with people capability and process efficiency to ensure the PBC has a strong presence in the local community. Proactively engage and reach out to existing customers and prospects by having regular joint sales calls and visits with RMs. Drive and create a strong culture of teamwork and enhance working relationship with all stakeholders. Ensure all regulatory (AML, SC Guidelines) and sales/general compliance (FNSL) of PBC are tightly guarded Hire the right people to build a successful and strong PBC team. Plan and implementing acquisition, referral and Priority Banking customer upgrading strategies to sustain growth in number of Priority Banking customers in the bank. Lead, motivate and manage Relationship Managers (RMs) sales activities and performance against plan and ensuring RMs contribute to the bottom-line of Priority Banking business through the accomplishment of Key Result Areas (KRAs) and revenue targets. Coach and provide guidance to all PBC staff to ensure they are adequately trained and licensed to carry out their jobs competently in achieving the PBC business objectives while delivering distinguished customer experience. Collaborate strategically with other business segments (branch banking and business banking) and sales channels to solicit high net worth referral, upgrade and business opportunity. Responsible in achieving targets and contribute towards the Priority Banking business, in line with the bank’s Retail Wealth Management Strategy. Responsible for PBC audit and compliance in line with the Bank’s internal policy, standard and procedures and other regulatory requirements.

Job Requirements:

• Undergraduate degree in Accounting/Banking/Investment/Finance or a related field from any recognized university.
• Possess relevant certification and licenses in Investment and Bancassurance
• At least 10 years of relevant experience in a financial institution
• At least 3 - 5 years of relevant experience in managing HNW banking and wealth management sales.
• Excellent commercial acumen, analytical and interpersonal skills.
• Leadership skills - able to lead a large diverse team, and foster strong teamwork within Priority Banking Centre.
• Able to make independent decisions with minimal supervision.
• Highly motivated and result-driven Develop young talent for wealth management front-line

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.

Hong Leong Bank (“HLB”) stands proudly as a leading financial services institution based in Malaysia, providing a wide range of comprehensive and innovative financial solutions across the region. These services are delivered through both digital and traditional means, via online and mobile banking, as well as our digital branch concept to provide customers with an efficient and seamless experience aided by technology. As the service and financial landscape changes rapidly with the ever-increasing use of technology, staying attuned to customers needs and desires becomes even more critical to HLB’s operations. To stay ahead of these dynamic changes, the Bank has adopted the approach of reimagining banking by embedding digital considerations and customer centricity in every aspect of our operations, from products and services as well as customer care and engagement. HLB’s ethos of being Digital-At-The-Core powered by customers-at-the-forefront will continue to lead us to innovate offerings in line with our aspiration of being a highly digital and innovative financial services organization.