Wealth Advisor: Growth & Planning

HLB; Ampang Jaya; On-site; MYR 67,000 - 134,000; Full time

Job summary

Hong Leong Bank in Malaysia seeks Wealth Executives to conduct in-depth discovery sessions, understand clients' risk tolerance, time horizons, and financial goals, and deliver tailored wealth recommendations aligned to their needs.

You will drive revenue by presenting suitable wealth management products, cultivating high-net-worth client relationships, and growing assets under management through proactive cross-selling and referrals.

Qualifications

• Bachelor’s degree in Finance, Banking, Business or related field.
• Certifications: PCE (Life/General), CEILLI and FIMM/IPPC as applicable to license requirements.
• Wealth management sales or advisory experience is preferred but not required for all levels.

Responsibilities

• Conduct in-depth discovery sessions to understand clients’ risk tolerance, goals and time horizons.
• Generate fee-based income through strategic sale of wealth management products.
• Stay updated on market trends, rates and regulatory changes to provide timely advice.
• Grow AUM through relationship management and acquisition of new-to-bank clients.
• Ensure all interactions adhere to bank policies, SOPs and regulatory requirements.

Skills

Analytical skills

Interpersonal skills

Proactive mindset

Client relationship building

Education

Bachelor’s Degree in Finance/ Banking/ Business Administration

Certifications: PCE (Life/General), CEILLI, FIMM/IPPC

Job description

Hong Leong Bank in Malaysia seeks Wealth Executives to conduct in-depth discovery sessions, understand clients' risk tolerance, time horizons, and financial goals, and deliver tailored wealth recommendations aligned to their needs.

You will drive revenue by presenting suitable wealth management products, cultivating high-net-worth client relationships, and growing assets under management through proactive cross-selling and referrals.