Wealth Advisor: Grow AUM & Guide Clients

Hong Leong Bank Berhad; Malacca City; On-site; MYR 60,000 - 120,000; Full time

Job summary

Hong Leong Bank Berhad is seeking a Wealth Executive/Associate Wealth Manager to provide tailored financial advice. The role focuses on understanding clients' risk tolerance and objectives, building trusted relationships, and contributing to AUM growth through strategic product recommendations.

You will operate within a regulated environment, ensuring compliance with SOPs and AML/CFT guidelines while collaborating with internal teams to deliver high-quality service to high-net-worth clients.

Qualifications

• Bachelor’s degree in Finance, Banking, Business or a related field.
• Required certifications include PCE (Life/General), CEILLI and FIMM/IPPC according to license requirements.
• Strong analytical, communication and relationship-building skills are essential.

Responsibilities

• Financial advisory: conduct in-depth discovery to tailor recommendations.
• Revenue generation: achieve KPIs via fee-based wealth product sales.
• Market intelligence: stay updated on market trends and regulatory changes.
• Portfolio growth: grow AUM through client acquisition and relationship management.
• Compliance & risk: ensure transactions comply with SOPs, policies and regulations.

Skills

Analytical skills

Communication skills

Proactive attitude

Interpersonal skills

Education

Bachelor’s Degree in Finance/Banking/Business

PCE (Life/General)

CEILLI

FIMM/IPPC (Unit Trust/Banca)

Job description

Hong Leong Bank Berhad is seeking a Wealth Executive/Associate Wealth Manager to provide tailored financial advice. The role focuses on understanding clients' risk tolerance and objectives, building trusted relationships, and contributing to AUM growth through strategic product recommendations.

You will operate within a regulated environment, ensuring compliance with SOPs and AML/CFT guidelines while collaborating with internal teams to deliver high-quality service to high-net-worth clients.