Wealth Advisory Specialist

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

Job summary

Hong Leong Bank Berhad is seeking a Wealth Executive to provide tailored investment advice and build lasting relationships with high-net-worth clients. The role focuses on understanding client needs, recommending suitable wealth solutions, and driving AUM growth in a compliant framework.

With a strong emphasis on accuracy, market awareness, and proactive engagement, the successful candidate will thrive in a fast-paced financial services environment, contributing to overall business growth and

Qualifications

• Strong analytical and problem-solving abilities for financial planning.
• Excellent interpersonal and communication skills with clients.
• Proactive, self-starting mindset focused on achieving results.

Responsibilities

• Conduct discovery sessions to understand clients' risk tolerance and goals.
• Generate revenue by selling wealth management products.
• Stay updated on market trends and regulatory changes to advise clients.
• Grow assets under management through relationship management.
• Ensure transactions adhere to bank policies and regulatory guidelines.

Skills

Analytical skills

Communication

Proactive attitude

Education

Bachelor’s Degree in Finance/Banking

Job description

Hong Leong Bank Berhad is seeking a Wealth Executive to provide tailored investment advice and build lasting relationships with high-net-worth clients. The role focuses on understanding client needs, recommending suitable wealth solutions, and driving AUM growth in a compliant framework.

With a strong emphasis on accuracy, market awareness, and proactive engagement, the successful candidate will thrive in a fast-paced financial services environment, contributing to overall business growth and