Manager - HLISB (Growth Segment)-1

Hong Leong Bank; Malaysia; On-site; MYR 60,000 - 120,000; Full time

Job summary

Hong Leong Bank in Malaysia seeks a dynamic Financial Advisor to deliver tailored wealth management guidance to clients while driving Islamic product growth and adhering to PDPA, AML/CFT, and Shariah governance.

You will lead cross-functional efforts with branches to execute growth strategies, mentor sales teams, and identify opportunities within the network, contributing to a high-performance, results-driven culture across regions.

Qualifications

• Bachelor’s degree in Finance, Banking, Business Management or related field.

Responsibilities

• Conduct in-depth discovery sessions with clients to understand risk tolerance, objectives, and time horizons to tailor recommendations.
• Generate fee-based income through wealth management product sales and meet KPIs.
• Stay updated on market trends, rates, and regulatory changes to advise clients proactively.
• Grow Islamic product offerings through relationship management and new-to-bank client acquisition.
• Ensure all transactions comply with bank policies, SOPs and regulatory requirements (PDPA, AML/CFT, Shariah governance).
• Collaborate with Branch to align growth strategies with bank targets and governance parameters.

Skills

Analytical skills

Communication skills

Interpersonal skills

Proactive mindset

Education

Bachelor's Degree in Finance/Banking/Business

Job description

Functional (job 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 key performance indicators (KPIs) by generating fee-based income through the 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).

Managerial (team/group responsibilities)

• 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 in actively marketing for new business clients through referrals (from customers / panel solicitors / branches) 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 / guidance to respective sales specialist within network and ensure adequately trained and supported in their area of work to drive Growth Segment Strategy.
• Relieving Community General Manager (CGM) when necessary, in terms of providing strategic support, advisory guidance, and timely response management.

Organizational (organizational responsibilities)

• Building and maintaining close relationships with relevant stakeholders and supporting internal functions.
• Adhere to department Standard Operating Procedures (SOP) in complying with audit, compliance, and regulatory guidelines.
• Perform other responsibilities or projects assigned under the Group or Bank’s initiatives.

Education/Qualification

• Minimum a Bachelor’s Degree or its equivalent in Finance, Banking, Business Management, or a relevant field.
• Required certifications: PCE (Life/General), CEILLI, and FIMM/IPPC (Unit Trust/Banca) as applicable to the license requirements.

Experience

• Min. 2 years of sales experience in financial services.

Special Skills

• Strong analytical and problem-solving skills with a focus on financial planning.
• Excellent communication and interpersonal skills to build trust with high-net-worth clients.
• Proactive, self-starting attitude with a strong drive for results.

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.

Hong Leong Bank ("HLB") stands proudly as a leading financial services institution based in Malaysia, providing a wide range of comprehensive and innovative financial solutions across the region. These services are delivered through both digital and traditional means, via online and mobile banking, as well as our digital branch concept to provide customers with an efficient and seamless experience aided by technology.

As the service and financial landscape changes rapidly with the ever-increasing use of technology, staying attuned to customers needs and desires becomes even more critical to HLB’s operations.

To stay ahead of these dynamic changes, the Bank has adopted the approach of reimagining banking by embedding digital considerations and customer centricity in every aspect of our operations, from products and services as well as customer care and engagement.

HLB’s ethos of being Digital-At-The-Core powered by customers-at-the-forefront will continue to lead us to innovate offerings in line with our aspiration of being a highly digital and innovative financial services organization.