Elite Wealth Advisor for High-Net-Worth Clients

Hong Leong Bank; Malaysia; On-site; MYR 60,000 - 100,000; Full time

Job summary

Hong Leong Bank in Malaysia is seeking Wealth Executives to deliver tailored financial advice and drive growth in assets under management (AUM) for high-net-worth clients.

Roles require strong analytical and communication skills, with 1–3+ years in wealth management. The team emphasises regulatory compliance, client trust, and proactive market insight to support sustainable growth across diverse client portfolios.

Qualifications

• Bachelor’s degree in Finance, Banking, Business Management or relevant field.
• PCE (Life/General), CEILLI, and FIMM/IPPC (Unit Trust/Banca) licenses as applicable.
• Wealth Executive: 1–2 years of sales experience in financial services; Senior Wealth Executive: 3+ years in wealth management or priority banking.

Responsibilities

• Conduct in-depth discovery sessions to understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
• Generate fee-based income through strategic sale of wealth management products.
• Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive advice.
• Focus on growing the Bank's AUM through relationship management and acquiring new-to-bank wealth clients.
• Ensure all transactions and interactions adhere to bank policies and regulatory requirements (PDPA, AML/CFT, Shariah Governance).
• Build and maintain relationships with stakeholders and support internal functions; comply with SOPs and audits.

Skills

Analytical

Communication

Proactive

Relationship building

Education

Bachelor's degree in Finance/Banking/Business

Job description

Hong Leong Bank in Malaysia is seeking Wealth Executives to deliver tailored financial advice and drive growth in assets under management (AUM) for high-net-worth clients.

Roles require strong analytical and communication skills, with 1–3+ years in wealth management. The team emphasises regulatory compliance, client trust, and proactive market insight to support sustainable growth across diverse client portfolios.