Senior Wealth Executive

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

## Senior Wealth ExecutiveApplylocations: TMU-TAMAN UNIVERSITI BRtime type: Full timeposted on: Posted 5 Days Agotime left to apply: End Date: August 31, 2026 (30+ days left to apply)job requisition id: JR0000024883**If you are looking to excel and make a difference, take a closer look at us...****Key Responsibilities and Accountabilities****Functional (Job Responsibilities)** • Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations. • Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products. • Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients. • Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients. • Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance). **Organizational (Organizational Responsibilities)** • Building and maintaining close relationships with relevant stakeholders and supporting internal functions. • Adhere to department Standard Operating Procedures (SOP) in complying with audit, compliance, and regulatory guidelines. • Perform other responsibilities or projects assigned under the Group or Bank’s initiatives. **Jobholder Requirements Education/Qualification** • 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. **Experience** • Wealth Executive: 0 - 2 years of sales experience in financial services. • Senior Wealth Executive / Associate Wealth Manager: 3 years and above of relevant experience in wealth management or priority banking. **Special Skills** • Strong analytical and problem-solving skills with a focus on financial planning. • Excellent communication and interpersonal skills to build trust with high-net-worth clients. • Proactive, self-starting attitude with a strong drive for results.*About Hong Leong Bank**We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.**We seek to strike a balance between diversity, inclusion and merit to achieve our mission of infusing diversity in thinking and skillsets into our organisation. Candidates are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available. Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation.**Realise your full potential at Hong Leong Bank by applying now.*