Manager - Personal Financial Services (Mortgage Agency Sales)
hlb
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If you are looking to excel and make a difference, take a closer look at us… About the Role Are you a strategic networker with deep product knowledge in Mortgage and Auto Loans? We are looking for a high-performing Manager, Partnership Acquisition Channel to drive business growth through strategic partner networks. In this role, you will be key to expanding our referral ecosystem—specifically engaging Hong Leong Assurance (HLA) agents. You will bridge the gap between business development and credit operations, ensuring seamless loan processing, strong channel relationships, and maximum portfolio growth. Key Responsibilities Channel Engagement & Business Development Drive Partner Acquisition: Proactively recruit, engage, and maintain relationships with strategic referral partners (Nationwide HLA agents) to drive mortgage and auto loan submissions. Agency Briefings: Plan and conduct regular briefing sessions for HLA agents and strategic partners to promote referral programs, product updates, and campaign initiatives. Target Achievement: Own and hit assigned sales targets for mortgage and auto loan referral volumes. Credit & Pipeline Management Deal Structuring & Credit Review: Evaluate and recommend loan applications for Credit Evaluation Division (CED) assessment. Pipeline Resolution: Drive submission-to-acceptance ratios by actively resolving pending (KIV) cases, appealing credit rejections with strong justifications, and securing final borrower commitments. SLA & Turnaround Time: Monitor and manage the approval pipeline to ensure fast turnaround times and an efficient customer experience. Governance & Performance Management Incentive Management: Oversee the accurate calculation and timely payout of partner incentives for mortgage and auto loan referrals. Performance Reviews: Conduct annual performance reviews of referral channels and partners to optimize productivity, ROI, and compliance. Requirements Education: Diploma or Bachelor’s Degree in Business, Commerce, Banking, Economics, or a related field. Experience: Proven working experience in Mortgage and/or Auto Loan operations, credit evaluation, or channel management within financial services. Product Mastery: Strong end-to-end understanding of mortgage and auto loan products, credit assessment processes, and underwriting criteria. Skills: * Exceptional interpersonal, communication, and presentation skills (confident in conducting group briefings). Strong analytical and problem-solving skills to navigate complex credit cases. Self-motivated, target-driven, and able to work independently under pressure. Why Join Us? If you are looking to make a direct impact, elevate your banking career, and leverage an established network of strategic partners, apply with us today! 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. Hong Leong Bank (“HLB”) stands proudly as a leading financial services institution based in Malaysia, providing a wide range of comprehensive and innovative financial solutions across the region. These services are delivered through both digital and traditional means, via online and mobile banking, as well as our digital branch concept to provide customers with an efficient and seamless experience aided by technology. As the service and financial landscape changes rapidly with the ever-increasing use of technology, staying attuned to customers needs and desires becomes even more critical to HLB’s operations. To stay ahead of these dynamic changes, the Bank has adopted the approach of reimagining banking by embedding digital considerations and customer centricity in every aspect of our operations, from products and services as well as customer care and engagement. HLB’s ethos of being Digital-At-The-Core powered by customers-at-the-forefront will continue to lead us to innovate offerings in line with our aspiration of being a highly digital and innovative financial services organization.
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