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Asst Manager - Personal Financial Services (Business Client Mortgage Sales)
full-timeKuala Lumpur

Summary

Location

Kuala Lumpur

Type

full-time

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About this role

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

Job Responsibilities

  • Drive Mortgage Sales Growth by proactively generating and closing mortgage business to achieve individual and departmental sales targets.

  • Leverage existing client networks to expand market share within the bank’s target customer segments.

  • Expand strategic business roadmaps to drive growth market share and penetration across BCS segments for PFS product (In-house referral)

  • Client Acquisition - Identify, approach, and convert high-potential clients through strong personal connections and referral network(Real Estate Agent)

  • Relationship Management - Build and maintain long-term relationships by providing tailored mortgage solutions that meet client needs.

  • Drive strategic performance to achieve mortgage business goal. Serve as the main contact point for client (customer) and partners (REA), ensuring high levels of responsiveness, service excellence, and trust.

  • Actively engage and maintain strategic relationships with real estate agency/agents, to drive mortgage business and support and gain deep insights understanding of market sentiments and insights.

  • Keep abreast of market trends, competitors, and regulatory changes, providing feedback to management for timely action.

  • Conduct periodic business and performance review with key partners to strengthen engagement, improve service quality, drive retention and satisfaction.

  • Collaboration - work closely with internal teams (e.g., Branch, Wealth, Retail, and Business Banking) to capture bundled business opportunities.

  • Cross-Selling to ensure smooth coordination with credit, operations, and support teams to deliver superior client experience.

  • Support management in shaping business plans, campaigns, and initiatives to capture market opportunities.

  • Deliver monthly performance target reports to show support visibility on sales momentum and team productivity.

  • Adhere to all compliance, risk management, and service standards to protect the bank’s reputation and ensure sustainable growth.

Education/Qualification

  • Minimum 3 year(s) of managerial experience in the banking or related field is required for this position.

  • Experience in Client Relationship Management roles, High Net Worth client segment or equivalent.

  • preferred.

  • Proactive and able to drive daily sales and operational performance.

  • Good in communication, interpersonal, presentation and basic negotiation skills.

  • Good product knowledge with practical market insight.

  • Good coordinate with internal employee to ensure smooth execution.

  • Ability in Microsoft Excel Word.

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.

Other facts

Tech stack
Mortgage Sales,Client Acquisition,Relationship Management,Market Insights,Communication,Interpersonal Skills,Presentation Skills,Negotiation Skills,Product Knowledge,Team Coordination,Microsoft Excel,Microsoft Word,Sales Performance,Compliance,Risk Management,Customer Service

About HLB

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.

Team size: 5,001-10,000 employees
LinkedIn: Visit
Industry: Financial Services
Founding Year: 1905

What you'll do

  • Drive mortgage sales growth by generating and closing mortgage business to meet sales targets. Build and maintain long-term relationships with clients and partners, ensuring high levels of service and responsiveness.

Ready to join HLB?

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Frequently Asked Questions

What does a Asst Manager - Personal Financial Services (Business Client Mortgage Sales) do at HLB?

As a Asst Manager - Personal Financial Services (Business Client Mortgage Sales) at HLB, you will: drive mortgage sales growth by generating and closing mortgage business to meet sales targets. Build and maintain long-term relationships with clients and partners, ensuring high levels of service and responsiveness..

Why join HLB as a Asst Manager - Personal Financial Services (Business Client Mortgage Sales)?

HLB is a leading Financial Services company.

Is the Asst Manager - Personal Financial Services (Business Client Mortgage Sales) position at HLB remote?

The Asst Manager - Personal Financial Services (Business Client Mortgage Sales) position at HLB is based in Kuala Lumpur, Kuala Lumpur, Malaysia. Contact the company through Clera for specific work arrangement details.

How do I apply for the Asst Manager - Personal Financial Services (Business Client Mortgage Sales) position at HLB?

You can apply for the Asst Manager - Personal Financial Services (Business Client Mortgage Sales) position at HLB directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about HLB on their website.