Area Manager, Priority Banking (Nationwide)

Hong Leong Bank Berhad; Sabah; On-site; MYR 90,000 - 130,000; Full time

Job summary

Hong Leong Bank Berhad is seeking an Area Manager for Priority Banking (Nationwide) in Malaysia. The role focuses on growing AUM and I&I Revenue while ensuring efficient operations and strong customer engagement.

Lead a large RMs team, uphold AML/SC compliance, and collaborate with branches to drive high net worth referrals and upgrades.

Qualifications

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

Responsibilities

• Strategically plan and lead Priority Banking initiatives to grow AUM and I&I Revenue.
• Manage day-to-day operations of the Priority Banking Centre for efficiency and profitability.
• Develop sales plans, set KRAs, and drive targets.
• Coach RMs, hire and train a high-performing PBC team.
• Collaborate with branches and channels for referrals and upgrades.
• Ensure AML, SC Guidelines and FNSL compliance across PBC.
• Engage customers and prospects through joint sales calls and visits.
• Lead regulatory audits and internal compliance within PBC.

Skills

Leadership

Commercial acumen

Analytical skills

Interpersonal skills

Team management

Independent decision making

Result-driven

Wealth management knowledge

Education

Undergraduate degree in Accounting/Banking/Investment/Finance

Job description

Area Manager, Priority Banking (Nationwide)

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 talent for wealth management front-line

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.

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