Senior Wealth & Investment Advisor

Hong Leong Bank; Malaysia; Sur place; MYR 120 000 - 180 000; Plein temps

Résumé du poste

Hong Leong Bank in Malaysia seeks an experienced Wealth Management Relationship Manager to lead advisory excellence across RMs, customers, and branches. You will coach RMs, present market insights, and drive joint sales of wealth solutions.

The role emphasizes portfolio reviews and client seminars to generate new leads while aligning portfolios with house views and risk tolerances. The ideal candidate holds an undergraduate degree in a related field, 5+ years in financial/investment roles, and

Qualifications

• Undergraduate degree in Accounting/Banking/Investment/Finance/Economics or related field
• Possess professional investment related certification (FIMM & IPPC) will be added advantage
• Min 5 years of relevant experience in financial/investment field
• Deep understanding and command of economic fundamentals and investment strategy to support investment products and wealth management
• Strong interpersonal skills—personable, approachable, collaborative
• Research background and vast experience in Wealth Management will be an added advantage

Responsabilités

• RM Briefing: provide market updates and guidance on investment strategies to RMs/branches/region
• RM Coaching: discuss advisory processes and product ideas with RMs and customers
• Product and Service Briefing: explain product features and market trends, share new issue announcements
• Joint Sales: engage customers with RMs to provide wealth advisory and investment solutions
• Portfolio Review & Rebalancing: conduct regular portfolio reviews and rebalancing to align with objectives and risk tolerance
• Client Wealth Seminar Presentation: prepare and present seminars to generate new leads and share market insights

Connaissances

Relationship management

Wealth management

Presentation

Team collaboration

Formation

Undergraduate degree in Accounting/Banking/Investment/Finance/Economics or related field

Description du poste

Hong Leong Bank in Malaysia seeks an experienced Wealth Management Relationship Manager to lead advisory excellence across RMs, customers, and branches. You will coach RMs, present market insights, and drive joint sales of wealth solutions.

The role emphasizes portfolio reviews and client seminars to generate new leads while aligning portfolios with house views and risk tolerances. The ideal candidate holds an undergraduate degree in a related field, 5+ years in financial/investment roles, and