Strategic Wealth Growth Advisor

HLB; Kampar; Vor Ort; MYR 56.000 - 100.000; Vollzeit

Zusammenfassung

Hong Leong Bank (HLB) invites a Wealth Executive to deliver tailored financial advice and grow client portfolios in Malaysia. You will conduct discovery sessions, tailor recommendations, and build trust with high-net-worth clients while expanding AUM through proactive relationship management.

Ideal candidates include 0–2 years in wealth sales or 3+ years in wealth management, with strong analytical, communication, and interpersonal skills and a proactive, results-driven mindset.

Qualifikationen

• 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 license requirements.
• 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.

Aufgaben

• Conduct in-depth discovery sessions to understand clients’ risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
• Generate fee-based income through strategic sale of wealth management products.
• Stay updated on market trends, rate shifts, and regulatory changes to provide proactive advice.
• Grow the Bank’s AUM through relationship management and acquisition of new-to-bank wealth clients.
• Ensure all transactions and client interactions adhere to bank policies, SOPs, and regulations (PDPA, AML/CFT, Shariah Governance).

Kenntnisse

Analytical skills

Financial planning

Communication skills

Interpersonal skills

Business development

Ausbildung

Bachelor’s Degree in Finance, Banking, or related field

Jobbeschreibung

Hong Leong Bank (HLB) invites a Wealth Executive to deliver tailored financial advice and grow client portfolios in Malaysia. You will conduct discovery sessions, tailor recommendations, and build trust with high-net-worth clients while expanding AUM through proactive relationship management.

Ideal candidates include 0–2 years in wealth sales or 3+ years in wealth management, with strong analytical, communication, and interpersonal skills and a proactive, results-driven mindset.