🔹 Job Title: Head, Portfolio Management, Marketing
🔹 Company: Hong Leong Bank
🔹 Location: Kuala Lumpur, Malaysia
🔹 Job Type: Full-Time
🔹 Category: Financial Services
🔹 Date Posted: 2025-07-21
🔹 Experience Level: 5-10 years
🔹 Remote Status: On-site
Key aspects of this role include:
ASSUMPTION: This role requires a strategic mindset with a strong focus on data analysis and customer-centricity. The ideal candidate will have experience in driving customer experience initiatives and quality assurance in a financial services environment.
✅ Developing, driving, and measuring Customer experience metrics and developing strategic plans to elevate Customer Experience in TB.
✅ Defining and measuring Transaction Banking’s quality assurance.
✅ Championing a data-driven approach customer centric approach throughout TB, by leading or collaborating on cross-functional projects and partnerships, fostering adoption of the Customer Experience (“CE”) insights to make informed customer focused decisions and drive excellent customer experience.
✅ Collaborating with business partners to find opportunities, align on requirements, and take prioritization decisions.
✅ Developing and executing the Marketing / Commercialisation plan to facilitate improvement of product utilization and enhancements in profitability/Returns on investments vis a vis risk taking activities.
✅ Acting as the main point of contact on all issues related to service quality for TB.
✅ Developing standardized Quality Assessment methods, benchmarks, and data standards for quality measurements and monitoring across all customer touchpoints and operations.
✅ Interfacing with all stakeholders to discuss and decide on impact due to control/service failures, new/changed regulations/policies/guidelines/standards, including modification of checklists and/or SOPs.
✅ Recommending and working with relevant stakeholders on strategic initiatives/process improvements based on strategic data insights at the various customer touchpoints to elevate customer experience.
✅ Ensuring appropriate investigation of discrepancies, errors, complaints, failures, or adverse events requiring documented review and action.
✅ Ensuring periodic (Daily/weekly/monthly) reports are generated covering all quality-related metrics.
✅ Collaborating with product owners to develop, drive, and execute the marketing/partnership/commercialisation plan within the agreed timeline and budget in order to achieve business objectives and targets.
✅ Monitoring industry trends, initiatives, and staying up-to-date on competitors and market conditions.
✅ Supporting development of TB’s portfolio capabilities via campaign implementation to support new client acquisition and improve engagement of existing clients.
✅ Measuring marketing campaign effectiveness by tracking the campaign key performance indicators and assessing the campaign’s impact in achieving the business objectives/targets.
✅ Managing and delivering marketing events including roadshows or any other networking events.
✅ Responsible for ensuring the delivery and accuracy of all Transaction Banking (covering Trade Management, Cash Management, and Digital Channels) performance, regulatory, and management reports/slides.
✅ Acting as the key liaison person for regular/ad-hoc Transaction Banking-related information/data request received from internal and external stakeholders.
✅ Identifying and leading areas for improvement and proposing workarounds or solutions to existing reports/dashboards for more effective data management.
✅ Being involved in the budget process for Transaction Banking, i.e., preparation of new Financial Year budget, KRA tracking, and also the monthly budget run-rate performance tracking.
✅ Analyzing transaction banking-related data (including but not limited to P&L, balance sheet, throughout velocity-related data from the business segment, portfolio/channel, and customer level) to identify trends, patterns, areas for improvement, opportunities, and insights to support business growth and development plans.
ASSUMPTION: This role requires strong analytical skills, attention to detail, and the ability to work effectively with various stakeholders. The ideal candidate will have experience in a similar role within the financial services industry.
Education: Bachelor's degree in Business, Finance, Marketing, or a related field. A Master's degree would be an asset.
Experience: At least 5-10 years of experience in a similar role within the financial services industry, with a strong focus on customer experience, quality assurance, and marketing strategies.
Required Skills:
Preferred Skills:
ASSUMPTION: The ideal candidate will have a strong background in customer experience, quality assurance, and marketing within the financial services industry. Relevant experience in a similar role is essential for success in this position.
Salary Range: Based on industry standards for a similar role in Malaysia, the estimated salary range for this position is RM 150,000 - RM 250,000 per annum. This range takes into account the candidate's experience level, the role's responsibilities, and the company's size and industry.
Benefits:
Working Hours: The standard workweek is Monday to Friday, 9:00 AM to 5:30 PM, with a 30-minute lunch break. Overtime may be required as needed to meet project deadlines.
ASSUMPTION: The salary range provided is an estimate based on industry standards and may vary depending on the candidate's experience and qualifications. The benefits package is competitive and designed to attract and retain top talent in the financial services industry.
Industry: Hong Leong Bank is a leading financial institution in Malaysia, providing comprehensive financial services guided by a Digital-at-the-Core ethos. It offers consumer banking, business banking, trade finance, treasury, branch and transaction banking, wealth management, private banking, and Islamic financial services.
Company Size: Hong Leong Bank has 5,001-10,000 employees, making it a large organization with a significant presence in the market.
Founded: Hong Leong Bank was founded in 1905 and has a rich history of entrepreneurial heritage, providing financial services for over a century.
Company Description:
Company Specialties:
Company Website: http://www.hlb.com.my
ASSUMPTION: Hong Leong Bank is a well-established financial institution with a strong presence in Malaysia and the region. Its commitment to diversity and inclusion makes it an attractive employer for candidates seeking a dynamic and supportive work environment.
Career Level: This role is at the senior management level, reporting directly to the Head of Transaction Banking.
Reporting Structure: The Head of Portfolio Management, Marketing will report directly to the Head of Transaction Banking and will have a team of marketing and quality assurance professionals reporting to them.
Work Arrangement: This role is on-site, with the primary work location being the Hong Leong Bank headquarters in Kuala Lumpur.
Growth Opportunities:
ASSUMPTION: This role offers significant growth potential for the right candidate, with opportunities to develop their skills and advance their career within the organization.
Office Type: Hong Leong Bank's headquarters is a modern, high-rise building located in the heart of Kuala Lumpur's Golden Triangle district.
Office Location(s): 6 Jalan Damanlela, Bukit Damansara, Kuala Lumpur, Wilayah Persekutuan 50490, MY
Geographic Context:
Work Schedule: The standard workweek is Monday to Friday, 9:00 AM to 5:30 PM, with a 30-minute lunch break. Overtime may be required as needed to meet project deadlines.
ASSUMPTION: Kuala Lumpur offers a dynamic and vibrant work environment, with a wide range of amenities and cultural attractions. The city's tropical climate may be a consideration for candidates from cooler regions.
Typical Process:
Key Assessment Areas:
Application Tips:
ATS Keywords: Customer Experience, Quality Assurance, Marketing Strategy, Portfolio Management, Transaction Banking, Data Analysis, Stakeholder Collaboration, Process Improvement, Risk Management, Budget Management, Trend Analysis, Digital Banking, Client Acquisition, Event Management, Business Analytics
ASSUMPTION: Hong Leong Bank's application process is designed to assess the candidate's skills and cultural fit for the role. Demonstrating your understanding of the role's requirements and the organization's mission and values will strengthen your application.
ASSUMPTION: The ideal candidate will have experience with relevant tools and technologies in a similar role within the financial services industry.
Company Values:
Work Style:
Self-Assessment Questions:
ASSUMPTION: Hong Leong Bank places a strong emphasis on cultural fit and values-driven behavior. Candidates who can demonstrate alignment with the company's values and work style will be more likely to succeed in this role.
ASSUMPTION: The ideal candidate will be able to navigate these potential challenges and thrive in a dynamic and fast-paced work environment.
ASSUMPTION: The unique focus of this role within Hong Leong Bank's Transaction Banking division presents a rare opportunity for the right candidate to make a significant impact on the organization's customer experience and product utilization.
ASSUMPTION: These sample projects demonstrate the range of responsibilities and the impact that the ideal candidate could make in this role.
ASSUMPTION: Asking thoughtful and insightful questions during the interview process will demonstrate your interest in the role and your understanding of Hong Leong Bank's mission and values.
To apply for this position:
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.