Wealth Advisor: Grow AUM & Client Relationships

Hong Leong Bank; West Coast Division; On-site; MYR 67,000 - 112,000; Full time

Job summary

Hong Leong Bank in Malaysia is seeking a Wealth Executive to conduct in-depth discovery sessions, tailor recommendations to clients' risk tolerance and time horizons, and support the growth of the bank's AUM through advisory services.

You will generate fee-based income through wealth products, stay updated on market trends, ensure compliance with PDPA, AML/CFT and Shariah governance, and collaborate with stakeholders to build trusted relationships with high-net-worth clients.

Qualifications

• Bachelor’s degree in Finance, Banking, Business Management or relevant field.
• Certifications: PCE (Life/General), CEILLI, FIMM/IPPC as applicable.

Responsibilities

• Conduct in-depth discovery sessions to understand clients' risk tolerance, objectives and time horizons.
• Generate fee-based income through strategic sale of wealth products.
• Stay updated on market trends, interest rate shifts and regulatory changes to advise clients.
• Grow the bank's AUM through relationship management and new client acquisition.
• Ensure all transactions comply with bank policies, SOPs and regulations (PDPA, AML/CFT, Shariah).

Skills

Analytical skills

Communication skills

Proactive attitude

Finance knowledge

Education

Bachelor’s Degree in Finance/Banking

PCE (Life/General)

CEILLI

FIMM/IPPC (Unit Trust/Banca)

Job description

Hong Leong Bank in Malaysia is seeking a Wealth Executive to conduct in-depth discovery sessions, tailor recommendations to clients' risk tolerance and time horizons, and support the growth of the bank's AUM through advisory services.

You will generate fee-based income through wealth products, stay updated on market trends, ensure compliance with PDPA, AML/CFT and Shariah governance, and collaborate with stakeholders to build trusted relationships with high-net-worth clients.