Senior Wealth Advisor – Build High-Value Portfolios

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

Job summary

Hong Leong Bank is recruiting a Senior Wealth Executive in Malaysia to deliver wealth advisory services, manage client relationships and grow AUM. The role requires strong financial planning capabilities, client-focused communication and adherence to regulatory standards.

The position emphasizes proactive wealth management guidance, collaboration with internal teams, and delivering tailored investment solutions to high-net-worth clients in a compliant, risk-aware manner.

Qualifications

• Bachelor’s degree or equivalent in Finance, Banking, Business Management or related field.
• Certifications: PCE (Life/General), CEILLI and FIMM/IPPC as applicable to license requirements.

Responsibilities

• Financial Advisory: conduct discovery to understand risk tolerance, objectives and horizons.
• Revenue Generation: meet KPIs by selling wealth management products.
• Market Intelligence: monitor market trends and regulatory changes to advise clients.
• Portfolio Growth: grow AUM via relationships and onboarding new-to-bank clients.
• Compliance & Risk: adhere to SOPs, policies and regulatory guidelines (PDPA, AML/CFT, Shariah Governance).

Skills

Analytical thinking

Financial planning

Communication skills

Interpersonal skills

Proactive attitude

Education

Bachelor’s Degree in Finance/Banking/Business

PCE (Life/General)

CEILLI

FIMM/IPPC (Unit Trust/Banca)

Job description

Hong Leong Bank is recruiting a Senior Wealth Executive in Malaysia to deliver wealth advisory services, manage client relationships and grow AUM. The role requires strong financial planning capabilities, client-focused communication and adherence to regulatory standards.

The position emphasizes proactive wealth management guidance, collaboration with internal teams, and delivering tailored investment solutions to high-net-worth clients in a compliant, risk-aware manner.