Operations Support & Business Management Executive

Hong Leong Bank Berhad; Kuala Lumpur; On-site; MYR 60,000 - 80,000; Full time

Job summary

A leading bank in Malaysia is seeking a Wealth Business Management and Operations individual contributor. The role focuses on ensuring operational excellence, processing banking client applications, and upholding compliance measures. Candidates should have at least 2-3 years of relevant experience and hold a diploma or degree in a related field. Proficiency in English and Chinese, along with strong interpersonal and problem-solving skills, is required. This position offers opportunities to collaborate across various departments to optimize client lifecycle management.

Qualifications

• Minimum 2-3 years of relevant banking and wealth management experience.
• Knowledge of Wealth investment products is helpful.

Responsibilities

• Ensure operational excellence for the Wealth Management business unit.
• Process Private & Priority Banking client applications within 2 working days.
• Perform customer callbacks for product disclosure compliance.
• Manage budget and business administration activities.
• Work with Project Team and Technology for process optimization.
• Update procedures for the department.
• Conduct Risk Control Self-Assessment.
• Perform compliance callbacks as per SOP.

Skills

Good command of English

Good command of Chinese

Excellent interpersonal skills

Highly motivated and result-driven

Problem-solving skills

Proficient in MS Office

Education

Diploma or Undergraduate degree in Accounting/Banking/Investment/Finance

Job description

Overview:

A Wealth Business Management and Operations individual contributor – Main role is to ensure operational excellence for the Wealth Management business unit. The role bridges the gap between controls and process optimization, business administration & management.

Responsibilities:

• Process Private & Priority Banking client tagging/un-tagging applications received nationwide within 2 working days.


• Perform call back to customers on confirmation of product disclosure and compliance in accordance to the Customer Risk Profiling framework; including call back to the Vulnerable Investors (VI) and other high risk transactions


• Develop and carry out an efficient documentation and filing system to ensure all important documentation are organized and up-to-date.


• Handle Business Management activities such as management of budget, cost and business administration, including administrating vendor due diligence and review


• Work closely with various departments including Project Team and Technology to champion opportunities for process optimization across client life cycle management.


• Administer procedure update for the department.


• Responsible to test controls as part of department Risk Control Self-Assessment.


• To ensure all pre-transaction compliance call backs are performed as per SOP.


• Execute Control Self-Assessment (CSA) of the department.


• Support Business Unit Compliance Representatives (BUCR) of Retail Wealth Management Services (RWMS) and other compliance representatives that may liaise with for the function and role.

Skills & Experience We Are Looking For:

• Minimum Diploma or Undergraduate degree in Accounting/Banking/Investment/Finance or a related field from any recognized colleges or university.


• Good command of English and Chinese (both oral and written)


• Excellent interpersonal skills.


• Highly motivated and result-driven


• Proficient in MS Office such as PowerPoint, Excel, and Words


• Problem-solving skills – good at troubleshooting and resourceful


• At least 2-3 years of relevant banking and wealth management experience


• Knowledge of Wealth investment products will be helpful

For more job opportunities, please go to HLB Careers: https://hlb.wd3.myworkdayjobs.com/HLBCareers/

We appreciate your application and will be in touch with shortlisted candidates regarding next steps.