Manager - Personal Financial Services (Product & Portfolio Management - Mortgage)

Posted 5 Days Ago
Be an Early Applicant
Tower, MI
Mid level
Fintech • Payments • Financial Services
The Role
The Manager of Personal Financial Services is responsible for developing income-generating products, managing product documentation, executing portfolio analysis, implementing system enhancements, and overseeing customer complaint resolutions. This role includes training and compliance to ensure effective product management and operational efficiency.
Summary Generated by Built In

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

  • Develop value add / income generating products that would help the Bank in achieving business objectives & goals
  • Product Documentation Management to ensure all relevant forms/documents/ PDS/Fees and charges/websites etc are updated on time to ensure compliance towards BNM guidelines and the Bank’s compliance requirements.
  • Portfolio Management with in-depth analysis and understanding of the portfolio and system to formulate relevant system enhancement requirement to improve customer experience and customer handlings
  • Provide system enhancements requirement, coordinate and participate in UAT & health checks to ensure system functionality as per requirements and smooth implementation
  • Manage business partners i.e. ad hoc solicitor requests, annual review and empanelment.
  • Work with Customer Advocacy, Call Centre and other frontliner units to resolve customer complaints timely and efficiently. Develop strategies/plans/processes to prevent or minimize occurrences of complaints.
  • review and update of Product Training materials/assessment questions, arrange/provide training and guidance to salesperson/Branch on product / policy / processes.
  • Ensure compliance in all internal and external dealings.

Job requirement

  • Experience in data analysis and data management
  • Experience in system enhancements, UAT & health checks
  • Experience in handling of customer requests; complaints investigation and resolutions

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.

Top Skills

Data Analysis
Data Management
System Enhancements
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

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