Wealth Advisor: Grow AUM & Trusted Client Relationships

Hong Leong Bank; Malaysia; On-site; MYR 45,000 - 134,000; Full time

Job summary

Hong Leong Bank is seeking a Wealth Executive to engage with clients, assess risk and financial goals, and tailor wealth recommendations. The role focuses on generating fee-based income through wealth products while building a strong client base.

You'll monitor market trends, maintain regulatory compliance, and grow AUM through effective relationship management, with opportunities for career growth in a leading Malaysian financial institution.

Qualifications

• Bachelor’s Degree in Finance, Banking, Business Management or a relevant field
• Required certifications: PCE (Life/General), CEILLI, and FIMM/IPPC as applicable to license requirements
• Wealth Executive: 0–2 years of sales experience in financial services
• Senior Wealth Executive / Associate Wealth Manager: 3+ years of relevant experience in wealth management or priority banking

Responsibilities

• Conduct in-depth discovery sessions to understand clients' risk tolerance, financial objectives and time horizons to provide tailored recommendations.
• Generate fee-based income through strategic sale of wealth management products.
• Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive advice to clients.
• Grow the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
• Ensure all transactions and client interactions adhere to bank policies, SOPs, and regulatory guidelines (e.g., PDPA, AMLCFT, and Shariah Governance).
• Building and maintaining close relationships with stakeholders and supporting internal functions.
• Adhere to department SOPs to comply with audit, compliance and regulatory guidelines.

Skills

Analytical skills

Communication skills

Proactiveness

Results-driven

Financial planning

Education

Bachelor's Degree in Finance/Banking/Business Management

PCE (Life/General)

CEILLI

FIMM/IPPC

Job description

Hong Leong Bank is seeking a Wealth Executive to engage with clients, assess risk and financial goals, and tailor wealth recommendations. The role focuses on generating fee-based income through wealth products while building a strong client base.

You'll monitor market trends, maintain regulatory compliance, and grow AUM through effective relationship management, with opportunities for career growth in a leading Malaysian financial institution.