Senior Wealth Advisor: Growth & Client Relationships

Hong Leong Bank Berhad; Johor; On-site; MYR 40,000 - 120,000; Full time

Job summary

Hong Leong Bank is seeking Wealth Executives in Malaysia to conduct comprehensive financial advisory sessions, understand clients’ needs, and tailor risk-aware strategies. You will work to generate fee-based income through wealth product sales while growing assets under management.

The role requires strong analytical skills, excellent communication, and a proactive mindset, with emphasis on regulatory compliance and customer trust.

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.
• Wealth Executive: 0–2 years of sales experience in financial services; Senior Wealth Executive / Associate Wealth Manager: 3+ years in wealth management.

Responsibilities

• Conduct in-depth financial advisory sessions to understand clients' risk tolerance, objectives and time horizons.
• Generate fee-based income through wealth management product sales.
• Stay updated on market trends, interest rate shifts and regulatory changes to provide timely advice.
• Grow AUM through relationship management and new-to-bank clients.
• Ensure all transactions comply with bank policies, SOPs and regulations (PDPA, AMLCFT, Shariah Governance).

Skills

Strong analytical and problem-solving

Excellent communication and Interper

Proactive, self-starting attitude

Education

Bachelor’s Degree or equivalent in Finance/ Banking/ Business Management

Job description

Hong Leong Bank is seeking Wealth Executives in Malaysia to conduct comprehensive financial advisory sessions, understand clients’ needs, and tailor risk-aware strategies. You will work to generate fee-based income through wealth product sales while growing assets under management.

The role requires strong analytical skills, excellent communication, and a proactive mindset, with emphasis on regulatory compliance and customer trust.