Senior Wealth Advisor: Growth & Client Impact

Hong Leong Bank

Malaysia

On-site

MYR 45,000 - 78,000

Full time

14 days+

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Job summary

Hong Leong Bank in Malaysia is seeking a Wealth Executive/Senior Wealth Manager to partner with high‑net‑worth clients, assess risk, and tailor financial plans. You will advise on wealth products, manage portfolios, and grow assets under management while maintaining strict compliance with PDPA, AML/CFT and internal SOPs.

The role emphasizes client relations, market awareness, and proactive advisory across a nationwide network, with potential regional exposure in Asia.

Qualifications

Minimum a Bachelor’s Degree or its 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

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 global market trends, interest rates, and regulatory changes to provide timely advice.
Grow the Bank's AUM through relationship management and acquisition of new-to-bank clients.
Ensure transactions and client interactions comply with bank policies, SOPs and regulations.