Wealth Advisor: Grow Portfolios & Client Relationships

Hong Leong Bank; Sungai Petani; Presencial; MYR 60 000 - 100 000; Tempo integral

Resumo da oferta

Hong Leong Bank in Malaysia seeks a Wealth Executive to conduct in-depth discovery sessions, assess clients’ risk tolerance, and tailor recommendations. You will generate fee-based income through wealth products, grow the bank’s AUM through strong relationships, and ensure compliance with PDPA, AML/CFT and Shariah governance.

The role requires a bachelor’s degree and relevant licenses, with career progression to Senior Wealth Executive based on performance and experience.

Qualificações

• Bachelor’s degree in Finance, Banking, Business Management, or equivalent.
• Required certifications: PCE (Life/General), CEILLI, and FIMM/IPPC where applicable.
• Wealth Exec: 0–2 years of sales experience; Senior Wealth Exec: 3+ years in wealth management.
• Strong analytical, communication, and client relationship skills.
• Familiarity with PDPA, AML/CFT and Shariah governance is preferred.

Responsabilidades

• Conduct in-depth discovery sessions to understand clients’ risk tolerance and goals.
• Generate fee-based income through strategic wealth product sales.
• Stay updated on market trends and regulatory changes to advise clients.
• Grow AUM through effective relationship management and new client acquisition.
• Ensure all transactions comply with bank policies and regulations.

Conhecimentos

Analytical skills

Communication

Interpersonal skills

Proactive attitude

Formação académica

Bachelor's Degree

Descrição da oferta de emprego

Hong Leong Bank in Malaysia seeks a Wealth Executive to conduct in-depth discovery sessions, assess clients’ risk tolerance, and tailor recommendations. You will generate fee-based income through wealth products, grow the bank’s AUM through strong relationships, and ensure compliance with PDPA, AML/CFT and Shariah governance.

The role requires a bachelor’s degree and relevant licenses, with career progression to Senior Wealth Executive based on performance and experience.