Islamic Wealth Growth Manager

Hong Leong Bank Berhad; Kuala Lumpur; On-site; MYR 60,000 - 90,000; Full time

Job summary

Hong Leong Bank Berhad in Malaysia invites applications for a wealth advisory role. The position focuses on financial advisory, revenue generation through wealth products, market insights, and portfolio growth of Islamic products within the network while maintaining strict compliance with PDPA, AMLCFT, and Shariah governance.

As a leader in the Bumi segment, you will collaborate with the branch and cross-functional teams to drive growth, develop capabilities, and provide strategic advisory

Responsibilities

• Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
• Revenue Generation: Achieve KPIs by generating fee-based income through strategic sale of wealth management products.
• Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients.
• Portfolio Growth: Focus on growing the Islamic products through effective relationship management and acquisition of new-to-bank clients.
• Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).
• Collaborate closely with Branch to align Bumi segment growth strategies with overall bank-level targets and Shariah governance parameters.
• Cross-Functional Team Leadership: Lead, mentor, and mobilize virtual or direct project teams across regions to execute localized Bumi market acquisition strategies, fostering a high-performance, results-driven culture.
• Lead, motivate and develop the engines within the network to work towards achieving their respective Growth Segment KRA, including broad business exposure and actively marketing for new business clients through referrals and selective cold calls to achieve Islamic loans and deposit growth.
• Plan, strategize and spearhead with all BCs network, SME & CMB (BCB) and BWD PVPB (WM) sales and marketing programmes/activities to increase Growth Segment Strategy awareness, increase Community Presence and expand the Growth Segment business within the network.
• Assist CGM/RCGM to identify business and community potential for all BCs within the network.
• In charge of capability building, training and guidance to respective sales specialists within the network and ensure they are adequately trained and supported to drive Growth Segment Strategy, relieving Community General Manager (CGM) when necessary, in terms of providing strategic support, advisory guidance and timely response management.

Job description

Hong Leong Bank Berhad in Malaysia invites applications for a wealth advisory role. The position focuses on financial advisory, revenue generation through wealth products, market insights, and portfolio growth of Islamic products within the network while maintaining strict compliance with PDPA, AMLCFT, and Shariah governance.

As a leader in the Bumi segment, you will collaborate with the branch and cross-functional teams to drive growth, develop capabilities, and provide strategic advisory