If you are looking to excel and make a difference, take a closer look at us…
Key Responsibilities and Accountabilities
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 Bank's AUM through effective relationship management and acquisition of new-to-bank wealth 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).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.Jobholder RequirementsEducation/Qualification• Minimum a Bachelor’s Degree or its equivalent in Finance, Banking, Business Management, or a relevant field.• Required certifications: PCE (Life/General), CEILLI, and FIMM/IPPC (Unit Trust/Banca) as applicable to the license requirements.
...
If you are looking to excel and make a difference, take a closer look at us…
Key Responsibilities and AccountabilitiesFunctional (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 Bank's AUM through effective relationship management and acquisition of new-to-bank wealth 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).Organizational (Organizational Responsibilities)
...
Provide superior customer service to walk-in customers and contribute to expected levels of CSAT (Customer Satisfaction) scores and Mystery Shopping Results;
Carry clear targets for specific products – CASA and FD Book growth and account opening, cross selling of PL, Credit Cards, Portfolio Sales and ASBF Funding and any other product as deemed fit for Branch Ops;
Learn and use I-Pads/other devices (if applicable to branch) for customer service/ cross selling;
...
Provide superior customer service to walk-in customers and contribute to expected levels of CSAT (Customer Satisfaction) scores and Mystery Shopping Results;
Carry clear targets for specific products – CASA and FD Book growth and account opening, cross selling of PL, Credit Cards, Portfolio Sales and ASBF Funding and any other product as deemed fit for Branch Ops;
Learn and use I-Pads/other devices (if applicable to branch) for customer service/ cross selling;
...
Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches, road show and any other sales activities to achieve sales targets.
To actively cross selling Banking/Financial products.
Assess/evaluate and propose credit applications diligently.
...
Provide superior customer service to walk-in customers and contribute to expected levels of CSAT (Customer Satisfaction) scores and Mystery Shopping Results;
Carry clear targets for specific products – CASA and FD Book growth and account opening, cross selling of PL, Credit Cards, Portfolio Sales and ASBF Funding and any other product as deemed fit for Branch Ops;
Learn and use I-Pads/other devices (if applicable to branch) for customer service/ cross selling;
...
Provide superior customer service to walk-in customers and contribute to expected levels of CSAT (Customer Satisfaction) scores and Mystery Shopping Results;
Carry clear targets for specific products – CASA and FD Book growth and account opening, cross selling of PL, Credit Cards, Portfolio Sales and ASBF Funding and any other product as deemed fit for Branch Ops;
Learn and use I-Pads/other devices (if applicable to branch) for customer service/ cross selling;
...
If you are looking to excel and make a difference, take a closer look at us…
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.
...
Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches, road show and any other sales activities to achieve sales targets.
To actively cross selling Banking/Financial products.
Assess/evaluate and propose credit applications diligently.
...
Client Portfolio Growth: Build, maintain, and deepen long-term, profitable relationships with assigned Priority Banking clients, maximizing share-of-wallet across wealth and personal banking products.
New Client Acquisition: Proactively prospect and recruit New-to-Bank (NTB) High-Net-Worth clients through self-sourcing, client referrals, branch leads, and cross-divisional networking.
Portfolio Health & Retention: Conduct regular portfolio reviews with clients to assess performance against their risk profile and personal financial goals, minimizing attrition and maximizing Assets Under Management (AUM) growth.
...
Act as the product specialist for our consumer banking product managers to understand and evaluate business problems by conducting discussion sessions with product managers and gather data and requirements, and define a solution.
Deep-dive investigations and hypothesis testing to uncover actionable insights that influence product strategy and decision-making.
Conduct pre and post campaign analysis to create continuous improvements in our campaign response rates.
...
Serve as first line of defense to provide compliance advisory support to division's stakeholders on regulatory/ internal compliance and operational risks
Act as main liaison person to manage division audit, queries, assessments and/or surveys matters from the following parties are effectively attended to and within timeline:
Plan, communicate, lead, execute, monitor & control and report on status of audit assignments in accordance with established audit scope, approach, methodology and technique to achieve the desired audit objectives and to ensure proper working papers documentation i.e. properly indexed, cross-referenced and filed before submission to Team Leader / Supervisor / Audit Manager for review.
Conduct Risk Assessment (RA) of auditable entities and prepare Audit Planning Memorandum (APM).
Lead and supervise a team of auditors during audit fieldwork to determine:
...
Suspicious Transaction Investigation & STR Submission: Ensure proper investigation of suspicious transactions per regulatory requirements, guaranteeing timely submission of Suspicious Transaction Reports (STR) to the Regulator and escalation to the Line Manager.
Team Oversight & Operational Management: Assist the Line Manager in managing daily BAU operations, case assignments, aging, and productivity/quality (QA/SLA) targets while guiding the team in identifying unusual client activities.
Risk Trend Analysis & Internal Controls: Analyze suspicious activity and ML/TF risk trends to provide actionable recommendations that strengthen internal controls within the bank.
...
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.
...
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.
...
Strategic Leadership: Lead the development and execution of the department’s data strategy, covering the entire lifecycle from data acquisition to advanced modelling.
Operational Excellence: Manage the resources, timeline and quality of model development, ensuring all outputs align with core business objectives.
Innovation & Automation: Drive process improvements by leveraging new technologies to automate repetitive tasks and enhance team efficiency.
...
Take ownership of customers issues of the PBC, from enquiries to complaints and following problems through to resolution
Maintains quality service by enforcing quality and customer service standards, analyzing and resolving quality and customer service problems, and recommending system improvements.
Take the extra mile to engage customers and build sustainable relationships and trust with customer.
...
Undertaking the roles and responsibilities to project manage the implementation of products for Digital Banking platforms (Internet Banking, Mobile Banking or Branch Banking).
Interpretation of business needs and translate them into application and operational requirements.
Elicit requirements using interviews, document analysis, requirements workshops, surveys, site visits, business process descriptions, scenarios, business analysis, task and workflow analysis.
...
Drive Impact and Influence through Networking and Strategic Planning
You will use your Impact and Influence, Networking Skills to maintain and build relationships with existing and new to Bank customers, prospects and business partners.
Your Strategic Planning Skills will create new business opportunities and help to implement tactical sales and marketing strategies, as well as set your team’s direction and goals in order to source for new avenues for business growth.
...
Monitor Asset Quality, Sector Concentration, and Credit Portfolio Risk across Bank-wide, PFS, and BCB portfolios against Risk Appetite Statements, escalating breaches to senior management.
Lead the compilation of the Credit Asset Quality (CAQ) presentation deck, governance materials, and routine portfolio reports for local and overseas operations.
Coordinate operational workflows and reporting for Cagamas securitization with GALCO, Global Markets, and business partners to support funding strategies.
...
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.
...
Overall responsible for credit risk management and evaluation of loans within a given portfolio with minimal accounts turning NPL/High Risk / Watchlist after review.
Approve loans as per lending authority granted and evaluate with good quality and recommend credit proposals for higher levels of approving authorities within specified time frame.