Priority Banking HNW Wealth Advisor

Hong Leong Bank; Malaysia; On-site; MYR 140,000 - 210,000; Full time

Job summary

Hong Leong Bank in Malaysia seeks a Priority Banking Relationship Manager to grow and deepen wealth relationships with High-Net-Worth clients, delivering personalized advisory and tailored wealth solutions.

You will drive NTB client acquisition, advise on structured investments, Bancassurance, and cross-sell banking products while maintaining strict compliance and achieving AUM growth targets.

A strong understanding of BN Malaysia regulations and a client-centric approach are essential to succeed.

Qualifications

• Must have experience managing and growing relationships with high-net-worth clients.
• Ability to analyze client needs and provide holistic wealth planning and investment advice.
• Proven track record in achieving revenue targets through wealth product sales.

Responsibilities

• Portfolio management and client relationship growth for assigned Priority Banking clients.
• Prospect new-to-bank High-Net-Worth clients through self-sourcing and referrals.
• Conduct regular portfolio reviews to maximize AUM and retain clients.
• Holistic financial planning and wealth product execution across UTs, bonds/ Sukuk, DCI, and PRS, plus cross-sell.

Skills

High-Net-Worth client relationship

Wealth product selling

Portfolio growth

NTB client acquisition

Cross-selling across banking products

Job description

Hong Leong Bank in Malaysia seeks a Priority Banking Relationship Manager to grow and deepen wealth relationships with High-Net-Worth clients, delivering personalized advisory and tailored wealth solutions.

You will drive NTB client acquisition, advise on structured investments, Bancassurance, and cross-sell banking products while maintaining strict compliance and achieving AUM growth targets.

A strong understanding of BN Malaysia regulations and a client-centric approach are essential to succeed.