Wealth Advisory Specialist: Grow AUM & Client Relationships

Hong Leong Bank Berhad; George Town; On-site; MYR 60,000 - 100,000; Full time

Job summary

Hong Leong Bank Berhad is seeking a Wealth professional to provide tailored financial recommendations after in-depth client discovery. You will focus on growing assets under management by advising on wealth products and building trust with high-net-worth clients.

Responsibilities include staying ahead of market trends, ensuring compliance with PDPA/AML/CFT and Shariah governance, and collaborating with internal stakeholders to meet KPIs and drive revenue.

Qualifications

• Analytical mindset with strong problem-solving abilities.
• Excellent communication and interpersonal skills for client trust.
• Proactive, self-motivated with results-driven attitude.

Responsibilities

• Conduct discovery sessions to understand clients' risk tolerance and objectives.
• Generate fee-based income through wealth product sales.
• Stay updated on market trends, rates, and regulatory changes.
• Grow assets under management through relationship management and new client acquisition.
• Ensure transactions and interactions comply with bank policies and regulations.

Skills

Analytical skills

Communication skills

Interpersonal skills

Financial planning

Education

Bachelor’s Degree in Finance/Banking

PCE (Life/General)

CEILLI

FIMM/IPPC (Unit Trust/Banca)

Job description

Hong Leong Bank Berhad is seeking a Wealth professional to provide tailored financial recommendations after in-depth client discovery. You will focus on growing assets under management by advising on wealth products and building trust with high-net-worth clients.

Responsibilities include staying ahead of market trends, ensuring compliance with PDPA/AML/CFT and Shariah governance, and collaborating with internal stakeholders to meet KPIs and drive revenue.