Executive, Wealth Division (Contract)

Hong Leong Bank Berhad; Kuala Lumpur; Presencial; MYR 70.000 - 110.000; Jornada completa

Descripción de la vacante

Hong Leong Bank is seeking a dedicated professional to support High Net Worth strategic projects and oversee the operational readiness for campaigns and product launches. The role requires collaboration with wealth product managers and internal teams to ensure tailored processing and impeccable service delivery.

The position emphasizes monitoring of HNW transactions, strict adherence to Shariah guidelines and BN(M) regulations, and preparation of documentation for campaigns and system changes.

Responsabilidades

• Support High Net Worth strategic projects and end-to-end service delivery.
• Coordinate with segment specialists and stakeholders for tailored processing and priority turnaround.
• Assist in monitoring HNW transaction flows and resolve operational exceptions.
• Lead the operational readiness for product launches (BancaTakaful/Will Writing & HNW).
• Prepare System/Service Request Form (SRF) documentation for new campaign bundles.
• Liaise with Finance to ensure campaign rates and pricing parameters are maintained in the system.
• Prepare operational documentation and system handoff guides for frontline staff and Relationship Managers.
• Wealth Campaign Fulfillment & Incentive Management: oversee delivery and validation of initiatives like Takaful + FD-i bundles and annual campaigns.
• Manage cross-system data extraction, eligibility verification, and entitlement calculations with data integrity.
• Coordinate reward delivery, payout credits, and customer advisory dispatches within SLAs.
• Data Management, Reconciliation & Reporting: maintain logs and dashboards for audit readiness.
• Operational Governance & Shariah Compliance: ensure daily processing adheres to Shariah guidelines and BN(M) regulations, identify bottlenecks and drive improvements.

Descripción del empleo

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

Functional (job responsibilities)

• High Net Worth (HNW) Strategic Project Support
• Support the operational rollout, customer onboarding workflows, and end-to-end service delivery mechanics designed for the High Net Worth (HNW) segment.
• Coordinate with segment specialists and internal stakeholders to ensure tailored processing, priority turnaround, and adherence to affluent client servicing standards.
• Assist in monitoring HNW transaction flows and resolving operational exceptions across specialized portfolios.
• Product Launch Operational Readiness & System Code Maintenance (BancaTakaful/Will Writing & HNW Project)
• Partner with wealth product managers/conventional BANCA team to establish and execute operational readiness procedures for new product introductions.
• Prepare and submit System/Service Request Form (SRF) documentation for campaign/product code creation whenever a new campaign bundle is introduced.
• Liaise directly with the Finance team following code creation to ensure the required campaign rates and pricing parameters are properly maintained in the system prior to launch
• Prepare operational documentation and system handoff guides for frontline branch staff and Relationship Managers.
• Wealth Campaign Fulfillment & Incentive Management
• Lead the operational delivery and fulfilment validation for commercial wealth initiatives, such as the Takaful + FD-i bundle, the annual CNY campaign, and periodic staff incentive programs.
• Manage cross-system data extraction, customer eligibility verification, and entitlement calculations with zero tolerance for calculation discrepancies.
• Coordinate reward delivery, payout crediting, and customer advisory dispatches within agreed service-level agreements (SLAs). This will also work closely with the Marketing & Channel Distribution team.
• Data Management, Reconciliation & Reporting
• Maintain comprehensive transaction logs and campaign performance tracking databases to ensure absolute data integrity and audit readiness.
• Perform monthly and quarterly reconciliation of campaign costs, incentive accruals, and transaction volumes for management reporting.
• Extract and synthesize operational data to provide actionable performance trends to the Wealth Management team.
• Operational Governance & Shariah Compliance
• Ensure all daily transaction processing, policy servicing, and documentation adhere strictly to Shariah guidelines, internal audit mandates, and Bank Negara Malaysia (BNM) regulations.
• Coordinate operational risk controls, identify manual workflow bottlenecks, and contribute to process improvement initiatives.

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.