Wealth Advisor: Grow AUM & Client Relationships

Hong Leong Bank

Puchong

On-site

MYR 60,000 - 120,000

Full time

3 days ago

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Job summary

Hong Leong Bank in Malaysia seeks a Wealth Executive to advise clients, assess risk, and tailor financial plans. You will drive revenue through wealth product sales, expand the bank's assets under management, and nurture high-net-worth client relationships.

Compliance with PDPA, AML/CFT, and Shariah governance is essential, with a focus on client-centric solutions. The ideal candidate holds a finance-related degree and relevant certifications, with 0–2 years in wealth sales or 3+ years for

Qualifications

Bachelor's Degree in Finance, Banking, Business Management or related field required.
Certifications: PCE (Life/General), CEILLI, FIMM/IPPC (Unit Trust/Banca) as applicable.
Wealth advisory requires strong analytical and interpersonal skills.
3+ years of wealth management experience is expected for senior roles; 0-2 years for wealth executives.

Responsibilities

Conduct in-depth discovery sessions to understand clients' risk tolerance and financial goals.
Generate fee-based income through strategic wealth product sales.
Stay updated on market trends and regulatory changes to provide timely advice.
Grow AUM through relationship management and new-to-bank clients.
Ensure compliance with PDPA, AML/CFT and Shariah governance.