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Area Manager, Priority Banking
Hong Leong GroupArea Manager for Priority Banking at Hong Leong Bank managing business initiatives and driving team performance. Leading a large team to grow assets and ensure compliance while enhancing customer experience.
About the role
Key responsibilities & impact- Strategically plan, lead, organize and execute all Priority Banking business initiatives to grow Asset Under Management (AUM) and Investment and Insurance Revenue (I&I Rev)
- Effectively manage and oversee the overall day-to-day management of the PBC, to ensure operational efficiency and profit maximization
- Evaluate resources, market information and sales force capability to devise a structured and effective sales plan for execution
- Develop a service model with people capability and process efficiency to ensure the PBC has a strong presence in the local community
- Proactively engage and reach out to existing customers and prospects
- Drive and create a strong culture of teamwork and enhance working relationship with all stakeholders
- Ensure all regulatory (AML, SC Guidelines) and sales/general compliance (FNSL) of PBC are tightly guarded
- Hire the right people to build a successful and strong PBC team
- Plan and implementing acquisition, referral and Priority Banking customer upgrading strategies to sustain growth in number of Priority Banking customers in the bank
- Lead, motivate and manage Relationship Managers (RMs) sales activities and performance against plan
Requirements
What you’ll need- Undergraduate degree in Accounting/Banking/Investment/Finance or a related field
- Possess relevant certification and licenses in Investment and Bancassurance
- At least 10 years of relevant experience in a financial institution
- At least 3 - 5 years of relevant experience in managing HNW banking and wealth management sales
- Excellent commercial acumen, analytical and interpersonal skills
- Leadership skills - able to lead a large diverse team, and foster strong teamwork within Priority Banking Centre
- Able to make independent decisions with minimal supervision
- Highly motivated and result-driven
- Develop young talent for wealth management front-line
Benefits
Comp & perks- Comprehensive financial services
- Digital-at-the-Core ethos
- Industry recognition and accolades
- Balance between diversity, inclusion, and merit
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Asset Under Management (AUM)Investment RevenueInsurance Revenuesales planningoperational efficiencyregulatory complianceAMLFNSLBancassurancewealth management
Soft Skills
leadershipteamworkanalytical skillsinterpersonal skillscommercial acumendecision-makingmotivationresult-driventalent developmentcustomer engagement
Certifications
Investment certificationBancassurance license