Financial Services Professional

4 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia Hong Leong Bank Full time

Hong Leong Bank is committed to delivering exceptional customer experiences and building long-term relationships with our clients.

About Us

We believe in fostering a culture of innovation and excellence, and we are passionate about making banking simpler and more effortless for our customers.

This role offers the opportunity to work with a talented team of professionals who share a common goal of delivering exceptional customer experiences and driving business growth.

Main Responsibilities:

  • Develop and execute product strategies to drive business growth and profitability.
  • Manage the due diligence process for unit trust products and build relationships with counterparties to secure high-quality offerings.
  • Deliver training support to frontline staff to ensure they have the necessary skills and knowledge to deliver exceptional customer service.
  • Foster strong business relationships with internal stakeholders and external partners to drive business growth and development.
  • Stay informed about market trends and research developments in the local financial services marketplace.
  • Ensure compliance with regulatory requirements and internal guidelines, and implement policies and procedures to maintain compliance.
  • Develop and implement formal training programs to ensure frontline staff meet initial and ongoing training requirements.
  • Responsible for updating product programs and policies to reflect changing market conditions and customer needs.
  • Collaborate with IT teams to develop user requirement specifications for system enhancements.
  • Contribute to the growth of banks investment products fee income, unit trust AUM, and overall sales.

Requirements:

  • Possess an undergraduate degree in Accounting, Banking, Investment, Finance, or a related field.
  • A professional investment-related certification is highly valued but not essential.
  • A minimum of 5 years of relevant experience in Wealth Management, Financial, or Investment fields.
  • Strong interpersonal skills, including being personable, approachable, and collaborative.
  • Proficient in MS Office tools such as PowerPoint, Excel, and Word.


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