Wealth Advisor | Client Growth & Strategy

Hong Leong Bank; Malaysia; Hybrid; MYR 60,000 - 120,000; Full time

Job summary

Hong Leong Bank in Malaysia seeks a Wealth Executive/Associate Wealth Manager to provide tailored financial guidance through in-depth discovery sessions, aligning risk tolerance and objectives. You will drive revenue by selling wealth management products while growing assets under management and maintaining strong client relationships.

The role requires strong analytical and communication skills, adherence to regulatory guidelines (PDPA, AML/CFT, Shariah Governance), and a proactive,

Qualifications

• Bachelor's degree in Finance, Banking, Business Management or a related field.
• Certifications: PCE (Life/General), CEILLI, and FIMM/IPPC as applicable.
• Wealth management or priority banking sales experience is preferred.

Responsibilities

• Financial Advisory: Conduct in-depth discovery sessions to understand clients' risk tolerance, objectives and time horizons.
• Revenue Generation: Achieve KPIs by selling wealth management products and generating fee-based income.
• Market Intelligence: Stay updated on market trends, interest rate shifts and regulatory changes to advise clients.
• Portfolio Growth: Grow AUM through relationship management and acquiring new-to-bank wealth clients.
• Compliance & Risk: Ensure transactions comply with bank policies, SOPs and regulatory guidelines (PDPA, AMLCFT, Shariah Governance).

Skills

Analytical thinking

Communication skills

Client relationship

Self-motivated

Education

Bachelor’s Degree in Finance/Banking/Business Management

Job description

Hong Leong Bank in Malaysia seeks a Wealth Executive/Associate Wealth Manager to provide tailored financial guidance through in-depth discovery sessions, aligning risk tolerance and objectives. You will drive revenue by selling wealth management products while growing assets under management and maintaining strong client relationships.

The role requires strong analytical and communication skills, adherence to regulatory guidelines (PDPA, AML/CFT, Shariah Governance), and a proactive,