Wealth Advisor – Grow Client Portfolios & AUM

Hong Leong Bank; Sarawak; On-site; MYR 60,000 - 90,000; Full time

Job summary

Hong Leong Bank Berhad in Malaysia seeks a Wealth Executive/Senior Wealth Executive to deliver tailored financial advice and drive revenue through wealth product sales. You will build trusted relationships with high-net-worth clients and work to grow assets under management while ensuring strict compliance with bank policies and regulatory standards.

The role requires 0–2 years for Wealth Executive or 3+ years for Senior Wealth Executive, with relevant finance qualifications and professional

Qualifications

• Bachelor’s degree in Finance, Banking, Business Management or related field.
• Required certifications: PCE (Life/General), CEILLI, and FIMM/IPPC as applicable.
• Experience: Wealth roles ranging from 0–2 years to 3+ years in wealth management.

Responsibilities

• Conduct in-depth discovery sessions to understand clients' risk tolerance, objectives and time horizons for tailored advice.
• Generate fee-based income through strategic sale of wealth management products.
• Stay updated on global market trends and regulatory changes to provide proactive advice.
• Grow AUM through relationship management and acquisition of new-to-bank wealth clients.
• Ensure all transactions comply with bank policies and regulatory guidelines.

Skills

Analytical skills

Communication

Proactive attitude

Education

Bachelor’s Degree in Finance or related field

Certifications: CEILLI, FIMM/IPPC

Job description

Hong Leong Bank Berhad in Malaysia seeks a Wealth Executive/Senior Wealth Executive to deliver tailored financial advice and drive revenue through wealth product sales. You will build trusted relationships with high-net-worth clients and work to grow assets under management while ensuring strict compliance with bank policies and regulatory standards.

The role requires 0–2 years for Wealth Executive or 3+ years for Senior Wealth Executive, with relevant finance qualifications and professional