Wealth Advisor for High-Net-Worth Clients

Hong Leong Bank; Kuala Lumpur; On-site; MYR 60,000 - 100,000; Full time

Job summary

Hong Leong Bank in Kuala Lumpur seeks a Wealth Management professional to conduct discovery sessions, tailor recommendations, and drive revenue through wealth products. You will grow assets under management by building trusted client relationships and remaining compliant with PDPA, AML/CFT, and Shariah governance.

The role requires a degree in finance-related fields and relevant certifications; experience levels vary from junior to senior wealth management positions with strong analytical and

Qualifications

• Bachelor’s degree or equivalent in Finance/ Banking/ Business Management.
• Certifications: PCE (Life/General), CEILLI, and FIMM/IPPC per license requirements.
• Wealth management and banking experience are valued depending on role level.

Responsibilities

• Conduct discovery sessions to understand clients' risk tolerance, objectives, and horizons to tailor recommendations.
• Generate fee-based income via strategic sale of wealth management products.
• Stay updated on market trends, rate shifts, and regulatory changes to advise clients.
• Grow AUM through relationship management and acquisition of new-to-bank wealth clients.
• Ensure transactions and client interactions comply with PDPA, AML/CFT, and Shariah governance.
• Build relationships with stakeholders and support internal functions.
• Adhere to SOPs to comply with audits, compliance, and regulatory guidelines.

Skills

Analytical skills

Communication skills

Problem-solving

Interpersonal skills

Proactive attitude

Education

Bachelor’s degree in Finance/ Banking/ Business Management

Job description

Hong Leong Bank in Kuala Lumpur seeks a Wealth Management professional to conduct discovery sessions, tailor recommendations, and drive revenue through wealth products. You will grow assets under management by building trusted client relationships and remaining compliant with PDPA, AML/CFT, and Shariah governance.

The role requires a degree in finance-related fields and relevant certifications; experience levels vary from junior to senior wealth management positions with strong analytical and