Senior Wealth Advisor: Grow AUM & Client Relationships

HLB; Malaysia; On-site; MYR 60,000 - 110,000; Full time

Job summary

Hong Leong Bank in Malaysia seeks a Wealth Executive or Senior Wealth Manager to join the team. You will conduct discovery sessions to understand clients’ risk tolerance, financial goals, and time horizons, then tailor recommendations to build trust and long-term relationships.

Responsibilities include growing AUM, generating fee-based income through wealth product sales, and ensuring compliant operations under PDPA, AML/CFT, and Shariah governance.

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.
• Wealth roles: 0–2 years (Wealth Executive); 3+ years (Senior Wealth Manager) in wealth management or priority banking.

Responsibilities

• Conduct in-depth discovery sessions to understand clients’ risk tolerance, financial objectives, and time horizons.
• Generate fee-based income through strategic sale of wealth management products.
• Stay updated on market trends, rate changes, and regulatory developments to advise clients.
• Grow AUM via relationship management and acquisition of new-to-bank clients.
• Ensure all transactions and client interactions comply with policies, PDPA, AML/CFT, and Shariah governance.
• Build relationships with stakeholders and support internal functions.
• Adhere to SOPs and regulatory guidelines; participate in group initiatives.
• Perform other responsibilities or projects assigned under the Bank’s initiatives.

Skills

Analytical skills

Communication skills

Interpersonal skills

Proactive mindset

Education

Bachelor's Degree in Finance/Banking/Business

Job description

Hong Leong Bank in Malaysia seeks a Wealth Executive or Senior Wealth Manager to join the team. You will conduct discovery sessions to understand clients’ risk tolerance, financial goals, and time horizons, then tailor recommendations to build trust and long-term relationships.

Responsibilities include growing AUM, generating fee-based income through wealth product sales, and ensuring compliant operations under PDPA, AML/CFT, and Shariah governance.