Wealth Advisor: Growth & Strategic Client Advisory

Hong Leong Bank; Kampar; On-site; MYR 60,000 - 120,000; Full time

Job summary

Hong Leong Bank is hiring a Wealth Executive to provide tailored financial advice, manage client relationships, and grow assets under management. You will align strategies with clients’ risk tolerance and time horizons, while ensuring compliance with internal SOPs and regulatory standards.

Ideal candidates have up to 2 years in wealth sales or related roles, a finance-related degree, and strong communication skills to engage high-net-worth clients.

Qualifications

• Bachelor’s Degree or equivalent in Finance, Banking, Business Management, or a relevant field.
• Certifications: PCE (Life/General), CEILLI, and FIMM/IPPC (Unit Trust/Banca) as license requirements.
• Wealth management or priority banking sales experience is preferred.

Responsibilities

• Conduct in-depth discovery sessions to understand clients' risk tolerance and objectives.
• Generate fee-based income through strategic sale of wealth management products.
• Stay updated on market trends, rates, and regulatory changes to advise clients.
• Grow AUM through relationship management and acquiring new-to-bank clients.
• Ensure all transactions comply with policies, SOPs, and regulations (PDPA, AML/CFT, Shariah).

Skills

Financial planning

Relationship management

Analytical thinking

Communication

Education

Bachelor’s Degree

Tools

CRM software

Job description

Hong Leong Bank is hiring a Wealth Executive to provide tailored financial advice, manage client relationships, and grow assets under management. You will align strategies with clients’ risk tolerance and time horizons, while ensuring compliance with internal SOPs and regulatory standards.

Ideal candidates have up to 2 years in wealth sales or related roles, a finance-related degree, and strong communication skills to engage high-net-worth clients.