Elite Wealth Planner & Retirement Strategist

HLB; Kepong; On-site; MYR 80,000 - 120,000; Full time

Job summary

Hong Leong Bank is seeking a Wealth Planning Specialist - Bancassurance to provide financial advice on retirement, investment, education funding, and life insurance protection. You will generate leads, meet clients, and present customized proposals under the Head of Regional Wealth Management.

The role requires strong communication skills, a CFP advantage, and 6–8 years in financial services. Join a team driving digital-led financial planning across Malaysia.

Qualifications

• Malaysian citizen.
• Minimum Diploma in Finance or another related field.
• CFP certification is an added advantage.
• 6-8 years of relevant experience in a financial institution with proven track record.
• Strong verbal and written communication skills.
• Keeps abreast with latest products, trends and benefits.

Responsibilities

• Collaborate with Area Managers and Relationship Managers to identify potential customers.
• Provide specialized financial guidance to Relationship Managers.
• Assess clients' financial portfolios and risk appetite; complete financial needs analysis.
• Meet and follow up with potential customers after appointments and process policies to production.
• Review client insurance policies to identify gaps.
• Assist in organizing Banca events or days on a weekly basis.

Skills

Communication skills

Written communication

Education

Diploma in Finance

CFP certification

Job description

Hong Leong Bank is seeking a Wealth Planning Specialist - Bancassurance to provide financial advice on retirement, investment, education funding, and life insurance protection. You will generate leads, meet clients, and present customized proposals under the Head of Regional Wealth Management.

The role requires strong communication skills, a CFP advantage, and 6–8 years in financial services. Join a team driving digital-led financial planning across Malaysia.