Manager - Regional Wealth Management (Sales Management & Productivity)

2 days ago

Kuala Lumpur, Malaysia Hong Leong Bank Full time

If you are looking to excel and make a difference, take a closer look at us

Functional _(job responsibilities)_
- Monitor and analyze sales productivity, product participation, wealth penetration, portfolio growth, and client satisfaction to identify opportunities for improvement and implementation of necessary changes.
- Monitor and track performance management strategies aligned with the overall business objectives as well as the Performance Improvement plan
- Collaborate with various Wealth Sales teams (Private & Priority Banking, Branch Wealth Distribution, PWM Singapore) to integrate performance measures into RWM Business goals.
- Monitor and analyze sales productivity, product participation, penetration rate and client satisfaction to identify opportunities for improvement and implementation of necessary changes for PV, PB & PWM (Malaysia & Singapore)
- Review & monitor the career progression for all segment in RWM Malaysia (Senior Client Advisor, Client Advisor, Relationship Manager, Personal Banker & Personal Banker Associate)
- Prepare Weekly, monthly & quarterly sales reports, progress towards targets, and track sales forecasts from leaders. Coordinate the sales operating rhythm and sales hurdle plan including Quarter Business review & start of the Year

Education/Qualification
- Bachelor’s degree in Business Administration, Finance, Marketing, or a related field.

Experience
- Minimum of 5 years of experience in sales management, portfolio management, or a related field in the wealth management industry

Special Skills
- Strong passion in Sales management and to contribute the skills and knowledge to achieve higher goals.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with stakeholders, and partners.
- Strong analytical and problem-solving skills, with the ability to identify and implement solutions to complex issues
- Ability to work independently, prioritize tasks, and manage multiple projects simultaneously
- Strong business acumen and financial management skills
- Familiarity with relevant regulatory requirements and industry standards
- 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._

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