Job Description

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

The role is responsible for overseeing the end-to-end operations for Unit Trust, Structured Products, Bonds, and DCI products. Beyond core operations, the incumbent will drive digital transformation by identifying automation opportunities and utilizing RPA, Macro, and AI skills to simplify processes. Serving as the primary Business Unit Compliance Representative (BUCR), this role ensures the department remains audit-compliant and operates efficiently with a high degree of independence.

The successful candidate will report to the Manager of Wealth Operations.

Key Responsibilities and Accountabilities

Functional (job responsibilities)

• Daily Operations: Ensure accuracy and efficiency in daily booking, payments (to/from Treasury Processing and customers), and daily confirmations.
• Financial Oversight: Monitor proper reconciliation of units, accounts, GL postings, and funds movement within HLB Nominee current accounts.
• Stakeholder Coordination: Provide operational support to Regional Wealth Management teams.
• Independently organize and lead meetings with branches, project teams, fund houses, Global Markets, Treasury Processing to resolve discrepancies or drive initiatives.
• Business Unit Compliance Representative: Act as the central point of contact for all departmental compliance matters. Ensure strict adherence to Compliance procedures, SOP, regulatory guidelines, and the timely submission of reports.
• Audit Readiness: Maintain high integrity in data management and ensure all processes are audit-compliant.
• Digital Leadership & Automation: Proactively identify manual bottlenecks and implement Macro/RPA/AI solutions to automate repetitive tasks.
• Process Optimization: Continuously review operational workflows to increase efficiency through simplification and digital integration.
• Coordinate with IT and vendors on system issues, vetting change requests, and guiding technical testing.
• Evaluate functional specifications and lead User Acceptance Testing (UAT) for new system enhancements.

Education/Qualification

• Degree from a recognized institution with strong mathematical and analytical skills.
• Professional certification in Programming, Macro (VBA), RPA, or AI.
• Good command of both verbal and written English

Experience

• At least 7 years in Operations, with a deep understanding of Wealth products (Unit Trust, Bonds, Structured Products, etc.).
• With hands-on ability to build and maintain automation tools using VBA, RPA, or AI.
• Strong knowledge of investment compliance and regulatory requirement.
• Ability to think through complex processes to coordinate and execute automation projects.

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.