Senior Wealth Advisor

Hong Leong Bank Berhad; Selangor; On-site; MYR 60,000 - 140,000; Full time

Job summary

Hong Leong Bank Berhad in Malaysia is seeking a Wealth Executive/Senior Wealth Executive to manage and grow a portfolio of individual clients. The role focuses on growing AUM while delivering holistic financial advice aligned with clients' life goals and risk tolerance.

You will conduct in-depth discovery, build trusted relationships with high-net-worth clients, and generate revenue through strategic wealth products, while adhering to regulatory and internal policies.

Qualifications

• Bachelor’s Degree or equivalent in Finance, Banking, Business Management, or a relevant field.
• Required certifications: PCE (Life/General), CEILLI, and FIMM/IPPC (Unit Trust/Banca) as applicable to the license requirements.

Responsibilities

• Financial Advisory: Conduct in-depth discovery sessions to understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
• Revenue Generation: Achieve KPIs by generating fee-based income through strategic sale of wealth management products.
• Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive advice.
• Portfolio Growth: Grow the bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
• Compliance & Risk: Ensure all transactions and client interactions adhere to bank policies, SOPs, and regulations (PDPA, AML/CFT, Shariah Governance).
• Building and maintaining close relationships with stakeholders and supporting internal functions.
• Adhere to SOPs in complying with audit, compliance, and regulatory guidelines.
• Perform other responsibilities or projects assigned under the Group or Bank’s initiatives.

Skills

Analytical skills

Communication skills

Interpersonal skills

Financial planning

Proactive attitude

Education

Bachelor’s degree in Finance, Banking, Business Management

Job description

Hong Leong Bank Berhad in Malaysia is seeking a Wealth Executive/Senior Wealth Executive to manage and grow a portfolio of individual clients. The role focuses on growing AUM while delivering holistic financial advice aligned with clients' life goals and risk tolerance.

You will conduct in-depth discovery, build trusted relationships with high-net-worth clients, and generate revenue through strategic wealth products, while adhering to regulatory and internal policies.