Wealth Operations & Process Improvement Specialist

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

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.