Investment Counsellor

Hong Leong Bank; Kuala Lumpur; Hybrid; MYR 120,000 - 180,000; Full time

Job summary

Hong Leong Bank is seeking an Investment Counsellor in Kuala Lumpur to support Relationship Managers with market updates and investment strategy guidance. The role involves coaching RMs, conducting product briefings, and delivering wealth management advisory to clients.

You will align portfolios with house views, present market insights, and lead client seminars to generate new opportunities. A strong background in wealth management and communication skills are essential.

Qualifications

• Undergraduate degree in Accounting/Banking/Investment/Finance/Economics or related field.
• Strong grasp of investment concepts and wealth management.
• Excellent communication and interpersonal skills.

Responsibilities

• Provide market updates and guidance on investment strategies to RMs/branches.
• Coach RMs on advisory processes and product knowledge.
• Explain product features and market trends to RMs and customers.
• Engage in joint sales to provide wealth management advisory.
• Conduct regular portfolio reviews and rebalancing.
• Prepare client wealth seminars and handle Q&A sessions.

Skills

Investment advisory

Wealth management

Portfolio review

Communication

Interpersonal skills

Education

Undergraduate degree in Accounting/Banking/Investment/Finance/Economics

Job description

## Investment CounsellorApply: HLT-Hong Leong Tower: Full time: Posted Today: End Date: December 31, 2026 (30+ days left to apply): JR0000026657**If you are looking to excel and make a difference, take a closer look at us...****Job Responsibilities*** Relationship Managers (RM) Briefing - Provide assigned RMs/branches/region with market updates and guidance on investment strategies (in line with the house views) as well as updates on changes to investment advisory processes.* RM Coaching - Engage RMs proactively in discussions about advisory process, product and idea generation by interacting closely with the RMs, customers to ensure RMs are fully skilled to provide product and portfolio advice to their customers.* Product and Service Briefing – Explain product and service features and market trends and news flow. Also provide market information such as new issue announcements and updates, new product presentation commentary to ensure RMs are fully up to date with all products.* Joint Sales – Engage customers together with RMs and to provide wealth management advisory, product and service explanation, and investment solution to customers following wealth management advisory model.* Portfolio Review & Rebalancing – Provide continue after sales service to customers by conducting regular investment portfolio review and rebalancing activities to ensure alignment in customer’s investment objectives and risk tolerance level.* Client Wealth Seminar Presentation – Prepare and present client wealth seminars, answer all Q&As, with the purpose of generating new leads for RMs by giving customers new ideas from the seminars.* Align portfolios suggestion with house views, and continuously update oneself on market trends and investment research **Job Requirements:*** Undergraduate degree in Accounting/Banking/Investment/Finance/Economics or a related field* Possess professional investment related certification (FIMM & IPPC) will be added advantage.* Min 5 years of relevant experience in financial/investment field.* Deep understanding and command of economic fundamental and investment strategy, with the focus to support investment products, wealth management solution, and Retail Wealth Management business plan.* Strong interpersonal skills- Personable, approachable, collaborative* Research background and vast experience in Wealth Management Business will be an added advantage*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.*