Bancassurance Wealth Planner & Advisor

Hong Leong Bank Berhad; Kuala Lumpur; On-site; MYR 90,000 - 150,000; Full time

Job summary

Hong Leong Bank Berhad in Malaysia is seeking a Wealth Planning Specialist - Bancassurance to provide financial guidance on retirement planning, investments, education savings, and life protection. You will generate leads, meet clients, perform financial needs analyses, and present tailored proposals under the Head - Regional Wealth Management.

Candidate should have a Diploma in Finance, CFP preferred, 6–8 years in financial services, and strong communication; the role collaborates with Area

Qualifications

• 6–8 years of relevant experience in a financial institution.
• Diploma in Finance or related field is required.
• CFP holders are an added advantage.

Responsibilities

• Work with Area Managers and Relationship Managers to identify potential customers.
• Offer specialized financial guidance to Relationship Managers.
• Conduct financial needs analysis and present customized proposals.

Skills

Strong communication

Client engagement

Financial advisory

Education

Finance Diploma

CFP (advantage)

Job description

Hong Leong Bank Berhad in Malaysia is seeking a Wealth Planning Specialist - Bancassurance to provide financial guidance on retirement planning, investments, education savings, and life protection. You will generate leads, meet clients, perform financial needs analyses, and present tailored proposals under the Head - Regional Wealth Management.

Candidate should have a Diploma in Finance, CFP preferred, 6–8 years in financial services, and strong communication; the role collaborates with Area