Wealth Distribution Branch Leader

Hong Leong Bank Berhad

Sabah

On-site

MYR 120,000 - 180,000

Full time

14 days+

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Job summary

Hong Leong Bank Berhad seeks a seasoned Wealth Management leader to drive sales across branch networks and develop a high-performing Personal Banker team. You’ll partner with investment, bancassurance and SMF specialists to elevate wealth advisory capabilities and client outcomes.

The role requires a Bachelor degree and at least 5 years of experience selling wealth products, with a proven leadership and revenue growth record.

Qualifications

  • Bachelor degree or equivalent in business, finance, or accounting.
  • Licenses in FMUTM, PCE-L, PCE-G, CEILI, TBE & IPPC/CFP are advantageous.
  • Minimum 5 years’ experience selling wealth products (unit trust, bancassurance) with a proven track record.

Responsibilities

  • Monitor and coach team members to comply with bank regulations and policies.
  • Execute business plans to deliver targets across Wealth Management.
  • Highlight user-friendly, cost-effective sales and services to customers.
  • Promote products through cross-selling to expand revenue via new and existing channels.
  • Recruit and build a competent Personal Banker team for top 150 branches.
  • Collaborate with internal and external stakeholders to grow client acquisition and servicing.

Skills

Wealth management sales
Team leadership
Strategic planning
Client relationship

Education

Bachelor Degree in Business/Finance/Accounting
FMUTM
PCE-L
PCE-G
CEILI
TBE & IPPC/CFP license

Job description

Hong Leong Bank Berhad seeks a seasoned Wealth Management leader to drive sales across branch networks and develop a high-performing Personal Banker team. You’ll partner with investment, bancassurance and SMF specialists to elevate wealth advisory capabilities and client outcomes.

The role requires a Bachelor degree and at least 5 years of experience selling wealth products, with a proven leadership and revenue growth record.

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