Wealth Advisor for High-Net-Worth Clients

Hong Leong Bank Berhad; Johor; On-site; MYR 45,000 - 89,000; Full time

Job summary

Hong Leong Bank Berhad invites applications for Wealth Executive to join our Wealth Management team in Malaysia. You will conduct in-depth discovery sessions to understand clients' risk tolerance, objectives, and time horizons, and provide tailored financial recommendations.

You will drive revenue by generating fee-based income through wealth products, grow AUM through strong relationship management, and ensure all activities comply with PDPA, AML/CFT, and Shariah governance.

Qualifications

• 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 the license requirements.

Responsibilities

• Financial Advisory: Conduct in-depth discovery sessions to understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
• Revenue Generation: Achieve KPIs by generating fee-based income through the strategic sale of wealth management products.
• Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients.
• Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
• Compliance & Risk: Ensure all transactions and client interactions adhere to bank policies, internal SOPs, and industry regulations (PDPA, AML/CFT, Shariah Governance).

Skills

Analytical skills

Communication skills

Proactive mindset

Education

Bachelor's degree in Finance/Banking/Business

Certifications: PCE (Life/General), CEILLI, FIMM/IPPC

Job description

Hong Leong Bank Berhad invites applications for Wealth Executive to join our Wealth Management team in Malaysia. You will conduct in-depth discovery sessions to understand clients' risk tolerance, objectives, and time horizons, and provide tailored financial recommendations.

You will drive revenue by generating fee-based income through wealth products, grow AUM through strong relationship management, and ensure all activities comply with PDPA, AML/CFT, and Shariah governance.