Manager - HLISB (Growth Segment)-3

Hong Leong Bank Berhad; Kuala Lumpur; On-site; MYR 80,000 - 140,000; Full time

Job summary

Hong Leong Bank Berhad in Malaysia seeks a Wealth Management professional to deliver tailored financial advisory, focusing on Shariah-compliant solutions and revenue growth through wealth product sales.

The role requires building client relationships, staying informed on market trends, and collaborating with branches to expand Islamic investment and lending offerings while ensuring regulatory compliance.

Responsibilities

• Financial Advisory: conduct in-depth discovery sessions to understand clients' risk tolerance and objectives.
• Revenue Generation: generate fee-based income through strategic wealth product sales.
• Market Intelligence: stay updated on market trends and regulatory changes to advise clients.
• Portfolio Growth: grow Islamic products through relationship management and new-to-bank clients.
• Compliance & Risk: ensure all transactions comply with bank policies and regulations (PDPA, AML/CFT, Shariah governance).
• Cross-Functional Leadership: lead teams across regions to execute growth strategies.

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 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.

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.

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.

Realise your full potential at Hong Leong Bank by applying now.