Senior Wealth Planning & Bancassurance Advisor

Hong Leong Bank Berhad; Johor; On-site; MYR 90,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Performance bonuses

Career development support

Job summary

Hong Leong Bank Berhad is seeking a Wealth Planning Specialist in Bancassurance to serve priority and private banking clients in the southern region. This full-time role combines banking expertise with insurance solutions to achieve clients' financial goals and build long-term relationships.

You will assess client needs, present bancassurance products, collaborate with Priority Banking Relationship Managers, and strive to meet sales targets while maintaining excellent service standards.

Qualifications

• Degree in Finance/Business/Economics or related field with relevant wealth management exposure.
• Experience in wealth planning or bancassurance within banking/insurance environments.
• Licensing for insurance and investment-linked products is preferred.

Responsibilities

• Assess high net worth clients' financial situations and risk profiles to tailor wealth solutions.
• Present bancassurance products aligned with priority and private client needs.
• Build and maintain strong client relationships with regular follow-ups.
• Collaborate with Priority Banking RM to deliver integrated solutions.
• Achieve sales targets while upholding high client satisfaction standards.
• Document interactions and ensure regulatory compliance in all activities.

Skills

Wealth planning

Client advisory

Relationship management

Sales acumen

Education

Bachelor's degree in Finance/Business/Economics

Diploma in Finance or related field

Tools

Microsoft Office

Banking software

Job description

Hong Leong Bank Berhad is seeking a Wealth Planning Specialist in Bancassurance to serve priority and private banking clients in the southern region. This full-time role combines banking expertise with insurance solutions to achieve clients' financial goals and build long-term relationships.

You will assess client needs, present bancassurance products, collaborate with Priority Banking Relationship Managers, and strive to meet sales targets while maintaining excellent service standards.