Assistant Manager, Personal Financial Services (Channel Management)

Hong Leong Bank Berhad; Kuala Lumpur; On-site; MYR 78,000 - 123,000; Full time

Job summary

Hong Leong Bank Berhad is seeking a proactive professional to drive portfolio cross-sell initiatives, coordinate campaigns, and ensure regulatory compliance across sales channels. The role involves training, inter-department collaboration, and enhancing information flow through the bank’s intranet system.

The candidate should have 2–5 years in banking or related fields, strong communication skills, and proficiency in PowerPoint and Excel.

Qualifications

• Strong communication skills and knowledge in Power Point/Excel would be an added advantage
• Preferable 2-5 years’ experience in Banking / Financial Institution
• Fresh graduates with high development potential may be considered; with banking experience is a plus

Responsibilities

• Manage and identify Portfolio sales cross-sell opportunities in the bank.
• Communicate campaigns, operational or regulatory updates to all sales channels during monthly engagements and coaching sessions.
• Ensure business targets are achieved.
• Oversee maintenance of information on HLB’s intranet e-knowledge portal to improve communication and flow of information to sales channels.
• Ensure internal and regulatory compliance in sales management for all internal and external dealings
• Update and communicate portfolio sales collaterals/documentation in line with internal and regulatory requirements
• Assist on special tasks related to portfolio sales campaigns or system/process improvements
• Conduct briefing and training for Ops channel alongside Sales
• Collaborate with internal stakeholders on sales strategies to meet business goals
• Assist in increasing participation of sales via InBranch Tablets across enabled users
• Propose productivity improvements and build tracking mechanisms
• Create tactical challenges to encourage selling more than one product

Skills

PowerPoint

Excel

Sales engagement

Communication skills

Banking/Finance knowledge

Job description

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

Functional (job Responsibilities)

• Manage and identify Portfolio sales cross-sell opportunities in the bank.
• Responsible by communicating campaigns, operational or regulatory updates to all sales channels during monthly engagements and coaching sessions.
• Responsible for to ensure business targets are achieved.
• Oversee the maintenance of information posted on HLB’s intranet e-knowledge portal to improve communication and flow of information to sales channels.
• Ensure internal and regulatory compliance in sales management for all internal and external dealings
• To ensure that Portfolio sales collaterals/documentations are updated and communicated and in compliance to internal and regulatory requirements.
• On ad hoc basis to assist on any special tasks being assigned be in process/ system related or develop and execute Portfolio sales campaign, etc.
• Conduct briefing and training for Ops channel aside to Sales.
• Responsible to work with relevant internal stakeholders on sales strategies to meet business goals
• Assist in the increase participation of sales done via InBranch Tablets to all enabled users.
• Ability to improve productivity levels via initiatives done and build tracking mechanism.
• Familiar with creating tactical challenges that would encourage a behavior change or ability to sell more > 1 product aside from core product.

Managerial (team/group Responsibilities)

• Hold monthly sales channels meeting (ie: Branch Manager/Sales Managers/Branch Ops meetings) to brief on current campaigns and motivate sales staff
• Support product development and acquisition, promotion and marketing initiatives and activities to achieve business objectives and goals

Organizational (organizational Responsibilities)

• To ensure business goals are met from the financial and shareholders perspective.
• To ensure work is in accordance to HLB values where the person is consistently supporting innovation, creating a win-win situation and making decisions which are decisive among others.

Job Requirements

• Preferable 2-5 years’ experience in Banking / Financial Institution
• Fresh graduates with high development potential to be considered; with banking & financial experience will be an added advantage.
• Background in Sales Engagement will be an advantage.
• Strong communication skills and knowledge in Power Point/Excel would be an added advantage
• Ability to create new process improvements is also an added advantage

We appreciate your application and will be in touch with shortlisted candidates regarding next steps.

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.