Branch Wealth Distribution Lead

Hong Leong Bank; West Coast Division; On-site; MYR 120,000 - 180,000; Full time

Job summary

Hong Leong Bank is seeking a senior professional to lead Wealth Advisory Branch Distribution, focusing on wealth product销售 and client acquisition. You will mentor Personal Bankers, collaborate with specialist teams, and drive revenue growth across branches.

The role emphasizes strategic planning, cross-functional collaboration, and maintaining service quality in a dynamic banking environment.

Qualifications

• Bachelor Degree in Business, Finance, Accounting or related fields.
• Licenses such as FMUTM, PCE-L, PCE-G, CEILI, TBE & IPPC/CFP are advantageous.
• Minimum of 5 years’ working experience, preferably selling fee-based products with a strong track record.
• Excellent commercial acumen, interpersonal and managerial skills.
• Leadership to guide a large diverse team and foster teamwork.
• Ability to make independent decisions with minimal supervision.
• Highly motivated and result-driven.

Responsibilities

• Monitor and coach team members to comply with bank regulations and policies.
• Execute effective business plans to deliver target sets collectively.
• Promote user-friendly, cost-effective sales and services to customers.
• Plan marketing strategies aligned to promote products and services and expand wealth management revenue.
• Recruit and hire Personal Bankers for top branches to grow wealth management; drive revenue growth.
• Collaborate with Head of Wealth Advisory Branch Distribution on growth opportunities through community marketing.
• Create an achievable and productive working environment.
• Work with internal and external stakeholders to build alliances for client acquisition and service opportunities in Wealth Management.
• Coordinate with Investment, Bancassurance & SMF teams to enhance wealth competencies for frontline staff.
• Provide direction to Personal Bankers on wealth sales, compliance and service quality.
• Support the franchise by prioritizing long-term interests over short-term gains.
• Uphold HLB culture and engage with communities.
• Assist the business in achieving superior shareholder results.

Skills

Leadership

Commercial acumen

Interpersonal skills

Decision making

Education

Bachelor degree in Business/Finance/Accounting

Job description

Hong Leong Bank is seeking a senior professional to lead Wealth Advisory Branch Distribution, focusing on wealth product销售 and client acquisition. You will mentor Personal Bankers, collaborate with specialist teams, and drive revenue growth across branches.

The role emphasizes strategic planning, cross-functional collaboration, and maintaining service quality in a dynamic banking environment.