Strategic Wealth Advisor

Hong Leong Bank; Malaysia; On-site; MYR 60,000 - 90,000; Full time

Job summary

Hong Leong Bank in Malaysia is seeking a Wealth Executive/Senior Wealth Executive/Associate Wealth Manager to manage and grow a portfolio of individual clients, delivering holistic financial advice aligned with life goals and risk appetite.

You will conduct in-depth discovery, propose tailored solutions, and work to grow the bank's AUM while meeting regulatory and internal SOP requirements, including PDPA and AML/CFT.

Qualifications

• Bachelor’s degree in Finance, Banking, Business Management or equivalent.
• Certifications: PCE (Life/General), CEILLI, and FIMM/IPPC as applicable to license requirements.
• Wealth Executive: 0–2 years in financial services; Senior Wealth Executive: 3+ years in wealth management.

Responsibilities

• Conduct in-depth financial advisory sessions to assess risk tolerance and objectives.
• Generate revenue through fee-based wealth products and services.
• Monitor market trends and regulatory changes to provide timely advice.
• Grow portfolio AUM via relationship management and new client acquisition.
• Ensure transactions comply with PDPA, AML/CFT and internal SOPs.

Skills

Analytical skills

Communication

Relationship management

Education

Bachelor's degree in Finance/Banking

PCE Certification

CEILLI Certification

FIMM/IPPC Certification

Job description

Hong Leong Bank in Malaysia is seeking a Wealth Executive/Senior Wealth Executive/Associate Wealth Manager to manage and grow a portfolio of individual clients, delivering holistic financial advice aligned with life goals and risk appetite.

You will conduct in-depth discovery, propose tailored solutions, and work to grow the bank's AUM while meeting regulatory and internal SOP requirements, including PDPA and AML/CFT.