Area Manager, Priority Banking (Nationwide)

Hong Leong Bank Berhad; Malaysia; On-site; MYR 180,000 - 300,000; Full time

Job summary

Hong Leong Bank Berhad is seeking a senior leader to head the Priority Banking Centre, steering growth in AUM and I&I revenue. You will guide strategy, oversee daily operations, and build a high-performing team of RMs while maintaining rigorous AML and regulatory compliance.

The role requires 10+ years in financial services, 3–5 years in wealth management for HNW clients, and proven leadership with strong commercial acumen.

Qualifications

• Undergraduate degree in Accounting/Banking/Investment/Finance or related field.
• 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 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.

Responsibilities

• Strategically plan, lead, organize and execute all Priority Banking initiatives to grow AUM and I&I Rev for the Priority Banking Center (PBC).
• Oversee day-to-day management of the PBC to ensure operational efficiency and profit maximization through sales & marketing strategies and clear targets.
• Evaluate resources, market information and sales force capability to devise a structured sales plan.
• Develop a service model with people capability and process efficiency for strong local presence.
• Regular joint sales calls and visits with RMs to engage customers and prospects.
• Drive a culture of teamwork and strengthen stakeholder relationships.
• Ensure AML, SC Guidelines and compliance (FNSL) are tightly guarded.
• Hire and build a strong PBC team.
• Plan acquisition, referral and upgrading strategies to grow Priority Banking customers.

Skills

Leadership

Strategic thinking

Analytical skills

Interpersonal skills

Result-oriented

Independent decisions

Education

Bachelor's degree in Accounting/Banking/Investment/Finance

Investment and Bancassurance licenses

Job description

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.