Intern - Regional Wealth Management (Wealth Commercialization, Performance & Segment Strategy)

Define your future at Hong Leong Bank

Overview

We are looking for a driven, analytical, and creative intern to join our Wealth Commercialisation, Performance & Segment Strategy team. In this role, you will gain hands-on exposure to how wealth management products are positioned, launched, marketed, and tracked across distinct client segments. You will work closely with strategists, product leads, and marketers to turn data into actionable commercial insights and compelling client campaigns.

Key Responsibilities

• Commercialisation & Go-to-Market Support: Assist in preparing product launch toolkits, sales enablement decks, and internal communications for frontline relationship managers.
• Performance Tracking & Analytics: Help compile, clean, and visualize weekly/monthly commercial performance metrics (e.g., AUM growth, product adoption, campaign conversion) using Excel or BI dashboards.
• Segment Strategy & Research: Conduct competitor benchmarking, market sizing, and client-segment analysis to identify growth opportunities across Mass Affluent, High-Net-Worth (HNW), and Ultra-High-Net-Worth (UHNW) tiers.
• Marketing & Content Execution: Support the planning and execution of targeted multi-channel marketing campaigns, client events, and thought-leadership content, ensuring strict alignment with brand and compliance standards.
• Cross-Functional Coordination: Collaborate with Product, Digital, Legal/Compliance, and Sales teams to track project timelines and deliverables.

Qualifications & Skills

• Currently pursuing a Bachelor's or Master's degree in Business, Finance, Economics, Marketing, Data Analytics, or a related field.
• Strong analytical skills with proficiency in Microsoft Excel and PowerPoint (experience with Tableau, Power BI, or SQL is a plus).
• Keen interest in wealth management, financial markets, and consumer/segment marketing.
• Strong written and verbal communication skills with high attention to detail.
• Proactive, organized, and comfortable working in a fast-paced, collaborative environment.

What You'll Gain

• Direct exposure to end-to-end wealth management strategy-from segment sizing to commercial execution.
• Mentorship from senior strategy, product, and marketing professionals.
• Real-world experience turning financial performance data into commercial decisions.