Wealth Advisor – Grow Client Portfolios & AUM

Hong Leong Bank Berhad

Sarawak

On-site

MYR 60,000 - 90,000

Full time

3 days ago

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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.