Wealth Advisor: Client Growth & Strategy

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

Job summary

Hong Leong Bank is seeking a Wealth Executive to deliver tailored financial advice, grow assets under management, and drive revenue through wealth management solutions. The role requires formal qualifications in finance/banking and relevant certifications.

The position emphasizes client-centric service, regulatory compliance, and proactive market analysis to support high-net-worth clients in Malaysia.

Qualifications

• Strong analytical and problem-solving skills for financial planning.
• Excellent communication and interpersonal skills to build trust with clients.
• Proactive, self-starting attitude with a strong drive for results.

Responsibilities

• Financial Advisory: Conduct in-depth discovery sessions to understand clients' risk tolerance and financial objectives.
• Revenue Generation: Achieve KPIs by generating fee-based income through wealth management products.
• Market Intelligence: Stay updated on market trends and regulatory changes to advise clients.
• Portfolio Growth: Grow AUM through relationship management and client acquisition.
• Compliance & Risk: Adhere to bank policies, SOPs and regulatory guidelines.

Skills

Strong analytical and problem-solving

Excellent communication and Interpers­

Proactive, self-starting attitude

Education

Bachelor’s Degree in Finance/Banking/Business Management

PCE (Life/General)

CEILLI

FIMM/IPPC (Unit Trust/Banca)

Job description

Hong Leong Bank is seeking a Wealth Executive to deliver tailored financial advice, grow assets under management, and drive revenue through wealth management solutions. The role requires formal qualifications in finance/banking and relevant certifications.

The position emphasizes client-centric service, regulatory compliance, and proactive market analysis to support high-net-worth clients in Malaysia.