Senior Wealth Planning Specialist (Manager level), Bancassurance

Hong Leong Bank Berhad; Johor; On-site; MYR 90,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Performance bonuses

Career development support

Job summary

Hong Leong Bank Berhad is seeking a Wealth Planning Specialist in Bancassurance to serve priority and private banking clients in the southern region. This full-time role combines banking expertise with insurance solutions to achieve clients' financial goals and build long-term relationships.

You will assess client needs, present bancassurance products, collaborate with Priority Banking Relationship Managers, and strive to meet sales targets while maintaining excellent service standards.

Qualifications

• Degree in Finance/Business/Economics or related field with relevant wealth management exposure.
• Experience in wealth planning or bancassurance within banking/insurance environments.
• Licensing for insurance and investment-linked products is preferred.

Responsibilities

• Assess high net worth clients' financial situations and risk profiles to tailor wealth solutions.
• Present bancassurance products aligned with priority and private client needs.
• Build and maintain strong client relationships with regular follow-ups.
• Collaborate with Priority Banking RM to deliver integrated solutions.
• Achieve sales targets while upholding high client satisfaction standards.
• Document interactions and ensure regulatory compliance in all activities.

Skills

Wealth planning

Client advisory

Relationship management

Sales acumen

Education

Bachelor's degree in Finance/Business/Economics

Diploma in Finance or related field

Tools

Microsoft Office

Banking software

Job description

About the role

Hong Leong Bank Berhad is seeking a talented Wealth Planning Specialist, Bancassurance to join our dynamic team in southern region. This is a full-time position that plays a crucial role in delivering comprehensive wealth planning and insurance solutions to our valued priority and private banking clients.

As a Wealth Planning Specialist in the Regional Wealth Management business, you will be at the forefront of our bancassurance offerings, combining banking expertise with insurance solutions to help clients achieve their financial goals. This role is essential to our strategic objective of providing integrated financial services and building long-term client relationships in the southern region.

What you'll be doing

• Assessing high net worth clients' financial situations, objectives and risk profiles to develop tailored wealth planning and insurance solutions
• Presenting and recommending appropriate bancassurance products, including life insurance, investment-linked policies and protection plans, aligned with priority and private client needs
• Building and maintaining strong client relationships through regular follow-ups and providing exceptional service throughout the customer journey
• Collaborating with Priority Banking Relationship Managers to ensure seamless delivery of integrated financial solutions
• Achieving sales targets and performance metrics whilst maintaining high standards of client satisfaction
• Educating clients about the benefits of wealth planning and insurance protection as part of a comprehensive financial strategy
• Documenting client interactions, transactions and product recommendations accurately in compliance with regulatory requirements
• Staying informed about product features, market trends and regulatory changes relevant to bancassurance offerings
• Supporting the development and implementation of bancassurance initiatives and campaigns in the central region

What we're looking for

• Diploma or Bachelor's degree in Finance, Business, Economics or a related field
• Proven experience and track record in wealth planning, financial advisory or bancassurance, preferably within a banking or insurance environment
• Strong knowledge of financial products, insurance solutions and wealth management principles
• Valid insurance and investment-linked product licensing qualifications
• Excellent communication and interpersonal skills with the ability to explain complex financial concepts clearly to clients
• Strong sales acumen combined with a genuine commitment to putting client needs first
• Ability to work independently and as part of a team, managing multiple client relationships simultaneously
• Proficiency in Microsoft Office applications and comfortable with learning new banking software systems
• Fluency in English and Malay; ability to converse in Mandarin would be advantageous
• Customer-focused mindset with a track record of building lasting client relationships
• Attention to detail and strong organisational skills to manage regulatory compliance and documentation requirements

What we offer

• We offer a competitive compensation package including salary, performance bonuses and sales incentives.
• Our benefits include comprehensive health insurance coverage, retirement savings schemes and employee wellness programmes.
• We provide opportunities for professional development through training and certification support, enabling you to advance your career in the banking and financial services sector.
• We recognise the importance of work-life balance and offer flexible working arrangements where possible.
• Additionally, you will have access to exclusive banking privileges and discounts on financial products.
• We foster a collaborative and inclusive workplace culture where your contributions are valued and your career progression is supported.

About us

Hong Leong Bank Berhad is a leading financial institution in Malaysia with a strong presence across the country. We are committed to providing innovative banking solutions and exceptional customer service to individuals and businesses. Our bancassurance division combines the strength of our banking platform with comprehensive insurance and wealth planning offerings, enabling us to deliver integrated financial solutions that meet the diverse needs of our clients. With a focus on customer‑centricity, integrity and excellence, Hong Leong Bank Berhad has built a reputation as a trusted financial partner. We are dedicated to fostering a culture of continuous improvement and empowering our team members to make a meaningful impact in the lives of our clients.

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.