Client Growth & Engagement

Posted 4 Days Ago
Be an Early Applicant
Tower, MI
Junior
Fintech • Payments • Financial Services
The Role
The role involves developing growth strategies for high net worth clients, providing personalized financial advice, conducting portfolio reviews, collaborating with internal teams, and monitoring key performance metrics to drive business growth in wealth management services.
Summary Generated by Built In

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

Job Responsibilities:

  • Develop and implement strategies to grow the client base and increase assets under management, focusing on high net worth individuals

  • Provide personalized financial advice, investment solutions, and comprehensive wealth management services to clients, ensuring their financial goals and objectives are met.

  • Collaborate with internal stakeholders, including Relationship Managers, Investment Advisors, and Product Specialists, to deliver tailored solutions and enhance the client experience.

  • Conduct regular portfolio reviews, monitor investment performance, and recommend adjustments to ensure optimal portfolio allocation and risk management.

  • Stay abreast of market trends, industry regulations, and new investment opportunities to effectively advise clients and position the bank as a leader in wealth management.

  • Drive business growth by identifying and capitalizing on opportunities to expand the regional presence and acquire new high net worth clients.

  • Collaborate with other regional managers and cross-functional teams to share best practices, leverage synergies, and ensure consistency in delivering exceptional wealth management services across the organization.

  • Monitor and analyze key performance metrics, such as client acquisition, revenue generation, and client satisfaction, to identify areas for improvement and implement corrective actions.

Job Requirements:

  • Malaysian citizen

  • Bachelor's degree holder in Business, Finance, Marketing, Accounting, Engineering or candidates with the necessary work experience are invited to apply

  • Minimum 2 years and above sales experience

What’s next?
Once you’ve applied online, our team will carefully review your application. Due to a high volume of applications, we appreciate your patience to allow for a fair and timely review process.
Should you be shortlisted for the role, we will send you an invitation via email for an interview. You can also check on your application status by logging into your candidate account.

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.

The Company
Kuala Lumpur, Wilayah Persekutuan
6,612 Employees
On-site Workplace
Year Founded: 1905

What We Do

Hong Leong Bank Berhad is one of the leading financial services organisations in Malaysia. With a heritage of more than 100 years, it provides comprehensive financial services covering consumer banking, business banking and trade finance, treasury, branch and transaction banking, wealth management, private banking and Islamic financial services. Its merger with EON Bank Group in 2011 has further embedded its position as a core banking franchise with an expanded distribution network of more than 300 branches across the country.

With a proven track record in value creation and a highly recognised brand, Hong Leong Bank has also been extending its footprint in the region, with branches in Singapore and Hong Kong and wholly owned subsidiaries in Vietnam and Cambodia. In China, the Bank has a 20% shareholding in Bank of Chengdu Co., Ltd., Sichuan and a consumer finance joint venture.

Hong Leong Bank is a subsidiary of Hong Leong Financial Group Berhad, the financial services arm of the Hong Leong Group. Apart from banking, Hong Leong Financial Group is involved in the provision of insurance and takaful, as well as investment banking, unit trust, fund management and stock broking services

Similar Jobs

Wipfli Logo Wipfli

Manager, Outsourced Accounting - Technology Industry

Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Remote
Hybrid
Detroit, MI, USA
3300 Employees
88K-160K Annually

Wipfli Logo Wipfli

Manager, Outsourced Accounting - Technology Industry Clients

Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Remote
Hybrid
Detroit, MI, USA
3300 Employees
88K-160K Annually

Wipfli Logo Wipfli

CFO, Outsourced Accounting Services - Construction Industry Clients

Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Remote
Hybrid
Detroit, MI, USA
3300 Employees
125K-185K Annually

Wipfli Logo Wipfli

Senior Manager/Director Tax - High Net Worth

Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Remote
Hybrid
Detroit, MI, USA
3300 Employees

Similar Companies Hiring

Bectran, Inc Thumbnail
Software • Machine Learning • Information Technology • Fintech • Automation • Artificial Intelligence
Schaumburg, IL
51 Employees
Energy CX Thumbnail
Utilities • Professional Services • Greentech • Financial Services • Energy • Consulting • Business Intelligence
Chicago, IL
55 Employees
MassMutual India Thumbnail
Insurance • Information Technology • Fintech • Financial Services • Big Data
Hyderabad, Telangana

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account