Manager - Regional Wealth Management (Sales Management & Productivity)

Posted:
5/6/2025, 5:00:00 PM

Location(s):
Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur, Malaysia ⋅ Wilayah Persekutuan Kuala Lumpur, Malaysia

Experience Level(s):
Mid Level ⋅ Senior

Field(s):
Sales & Account Management

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.

We seek to strike a balance between diversity, inclusion and merit to achieve our mission of infusing diversity in thinking and skillsets into our organisation. Candidates are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available. Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation.

Realise your full potential at Hong Leong Bank by applying now.

Hong Leong Bank Berhad

Website: https://hlb.com.my/

Headquarter Location: Kuala, Kalimantan Barat, Indonesia

Employee Count: 251-500

Year Founded: 1905

IPO Status: Public

Industries: Banking ⋅ Credit ⋅ Financial Services ⋅ Wealth Management

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