Wealth Advisor & Client Growth Specialist

Hong Leong Bank; Malacca City; On-site; MYR 60,000 - 100,000; Full time

Job summary

Hong Leong Bank in Malaysia invites applications for Wealth Executive/Associate Wealth Manager to deliver tailored financial advice and build lasting client relationships across high-net-worth segments.

Responsibilities include conducting discovery sessions, growing AUM, and ensuring compliance with PDPA, AML/CFT, and Shariah governance while pursuing revenue targets and market intelligence.

Qualifications

• Bachelor's degree in Finance, Banking, or related field.
• Certifications: PCE (Life/General), CEILLI, FIMM/IPPC as applicable.
• Wealth sales experience: 0–2 years for Wealth Executive; 3+ years for Senior.
• Strong analytical and communication skills.
• Ability to grow AUM and manage client relationships.

Responsibilities

• Conduct in-depth financial advisory sessions to assess risk tolerance and goals.
• Generate fee-based income through wealth product sales.
• Stay updated on market trends and regulatory changes to advise clients.
• Grow assets under management via relationship management and new clients.
• Ensure transactions comply with bank policies and regulations (PDPA, AML/CFT, Shariah).

Skills

Financial analysis

Client relationship

Communication

Sales mindset

Problem solving

Education

Bachelor's degree in Finance/Banking/Business

PCE (Life/General)

CEILLI

FIMM/IPPC (Unit Trust/Banca)

Job description

Hong Leong Bank in Malaysia invites applications for Wealth Executive/Associate Wealth Manager to deliver tailored financial advice and build lasting client relationships across high-net-worth segments.

Responsibilities include conducting discovery sessions, growing AUM, and ensuring compliance with PDPA, AML/CFT, and Shariah governance while pursuing revenue targets and market intelligence.