Investment Counsellor

Hong Leong Bank; Malaysia; On-site; MYR 120,000 - 180,000; Full time

Job summary

Hong Leong Bank in Malaysia seeks an experienced Wealth Management Relationship Manager to lead advisory excellence across RMs, customers, and branches. You will coach RMs, present market insights, and drive joint sales of wealth solutions.

The role emphasizes portfolio reviews and client seminars to generate new leads while aligning portfolios with house views and risk tolerances. The ideal candidate holds an undergraduate degree in a related field, 5+ years in financial/investment roles, and

Qualifications

• Undergraduate degree in Accounting/Banking/Investment/Finance/Economics or 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 fundamentals and investment strategy to support investment products and wealth management
• Strong interpersonal skills—personable, approachable, collaborative
• Research background and vast experience in Wealth Management will be an added advantage

Responsibilities

• RM Briefing: provide market updates and guidance on investment strategies to RMs/branches/region
• RM Coaching: discuss advisory processes and product ideas with RMs and customers
• Product and Service Briefing: explain product features and market trends, share new issue announcements
• Joint Sales: engage customers with RMs to provide wealth advisory and investment solutions
• Portfolio Review & Rebalancing: conduct regular portfolio reviews and rebalancing to align with objectives and risk tolerance
• Client Wealth Seminar Presentation: prepare and present seminars to generate new leads and share market insights

Skills

Relationship management

Wealth management

Presentation

Team collaboration

Education

Undergraduate degree in Accounting/Banking/Investment/Finance/Economics or related field

Job description

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&A, 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.

Hong Leong Bank ('HLB') stands proudly as a leading financial services institution based in Malaysia, providing a wide range of comprehensive and innovative financial solutions across the region. These services are delivered through both digital and traditional means, via online and mobile banking, as well as our digital branch concept to provide customers with an efficient and seamless experience aided by technology.

As the service and financial landscape changes rapidly with the ever-increasing use of technology, staying attuned to customers needs and desires becomes even more critical to HLB's operations. To stay ahead of these dynamic changes, the Bank has adopted the approach of reimagining banking by embedding digital considerations and customer centricity in every aspect of our operations, from products and services as well as customer care and engagement.

HLB's ethos of being Digital-At-The-Core powered by customers-at-the-forefront will continue to lead us to innovate offerings in line with our aspiration of being a highly digital and innovative financial services organization.