Wealth Advisor: Growth, Advisory & Compliance

Hong Leong Bank; Kampung Orang Asli Ulu Kampar; Sur place; MYR 67 000 - 134 000; Plein temps

Résumé du poste

Hong Leong Bank in Malaysia is seeking a Wealth Executive to deliver tailored financial advice to clients, identify opportunities for revenue growth, and expand the bank's wealth management portfolio. The role focuses on building trusted client relationships while ensuring compliance with regulatory standards and internal SOPs.

Ideal candidates have a Bachelor's degree in Finance/ Banking/ Business and up to 2 years of relevant experience, with strong analytical and communication skills.

Qualifications

• Strong analytical and problem-solving skills for financial planning.
• Excellent communication and interpersonal skills to build trust with clients.
• Proactive, self-starting attitude with a strong drive for results.

Responsabilités

• Financial Advisory: conduct discovery to understand clients' risk tolerance, objectives, and time horizons for tailored recommendations.
• Revenue Generation: achieve KPIs by generating fee-based income through sale of wealth management products.
• Market Intelligence: monitor market trends and regulatory changes to provide timely advice.
• Portfolio Growth: grow AUM through relationship management and acquiring new-to-bank wealth clients.
• Compliance & Risk: ensure transactions and interactions comply with bank policies and regulations (PDPA, AML/CFT).

Connaissances

Analytical skills

Communication skills

Interpersonal skills

Self-starter / Proactive attitude

Formation

Bachelor’s Degree in Finance/ Banking/ Business Management

Description du poste

Hong Leong Bank in Malaysia is seeking a Wealth Executive to deliver tailored financial advice to clients, identify opportunities for revenue growth, and expand the bank's wealth management portfolio. The role focuses on building trusted client relationships while ensuring compliance with regulatory standards and internal SOPs.

Ideal candidates have a Bachelor's degree in Finance/ Banking/ Business and up to 2 years of relevant experience, with strong analytical and communication skills.