Wealth Advisor: Grow AUM with Trusted Guidance

HLB; Petaling Jaya; On-site; MYR 39,000 - 67,000; Full time

Job summary

Hong Leong Bank in Malaysia is seeking Wealth Executives to conduct comprehensive client discovery, tailor financial plans, and drive revenue through strategic wealth product sales.

The role emphasizes building trust with high-net-worth clients, growing AUM, and maintaining compliance with PDPA, AML/CFT, and Shariah governance. Strong analytical and interpersonal skills are essential for success in a dynamic financial advisory environment.

Qualifications

• Bachelor’s Degree in Finance, Banking, Business Management or equivalent.
• Certifications: PCE (Life/General), CEILLI, and FIMM/IPPC where applicable to license requirements.

Responsibilities

• Conduct in-depth discovery sessions to understand clients’ risk tolerance and objectives.
• Generate fee-based income through wealth management product sales.
• Stay updated on market trends, rates, and regulatory changes.
• Grow the bank’s AUM through relationship management and new-to-bank clients.
• Ensure transactions and interactions comply with PDPA, AML/CFT and Shariah governance.

Skills

Analytical skills

Communication skills

Interpersonal skills

Financial planning

Education

Bachelor's Degree in Finance/Business

PCE/CEILLI/FIMM-IPPC certifications

Job description

Hong Leong Bank in Malaysia is seeking Wealth Executives to conduct comprehensive client discovery, tailor financial plans, and drive revenue through strategic wealth product sales.

The role emphasizes building trust with high-net-worth clients, growing AUM, and maintaining compliance with PDPA, AML/CFT, and Shariah governance. Strong analytical and interpersonal skills are essential for success in a dynamic financial advisory environment.