Wealth Executive

Hong Leong Bank; Kuala Lumpur; On-site; MYR 60,000 - 100,000; Full time

Job summary

Hong Leong Bank in Kuala Lumpur seeks a Wealth Management professional to conduct discovery sessions, tailor recommendations, and drive revenue through wealth products. You will grow assets under management by building trusted client relationships and remaining compliant with PDPA, AML/CFT, and Shariah governance.

The role requires a degree in finance-related fields and relevant certifications; experience levels vary from junior to senior wealth management positions with strong analytical and

Qualifications

• Bachelor’s degree or equivalent in Finance/ Banking/ Business Management.
• Certifications: PCE (Life/General), CEILLI, and FIMM/IPPC per license requirements.
• Wealth management and banking experience are valued depending on role level.

Responsibilities

• Conduct discovery sessions to understand clients' risk tolerance, objectives, and horizons to tailor recommendations.
• Generate fee-based income via strategic sale of wealth management products.
• Stay updated on market trends, rate shifts, and regulatory changes to advise clients.
• Grow AUM through relationship management and acquisition of new-to-bank wealth clients.
• Ensure transactions and client interactions comply with PDPA, AML/CFT, and Shariah governance.
• Build relationships with stakeholders and support internal functions.
• Adhere to SOPs to comply with audits, compliance, and regulatory guidelines.

Skills

Analytical skills

Communication skills

Problem-solving

Interpersonal skills

Proactive attitude

Education

Bachelor’s degree in Finance/ Banking/ Business Management

Job description

If you are looking to excel and make a difference, take a closer look at us…

Key Responsibilities and Accountabilities

• Functional (Job Responsibilities)
• Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
• Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
• Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients.
• Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
• Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).

Organizational (Organizational Responsibilities)

• Building and maintaining close relationships with relevant stakeholders and supporting internal functions.
• Adhere to department Standard Operating Procedures (SOP) in complying with audit, compliance, and regulatory guidelines.
• Perform other responsibilities or projects assigned under the Group or Bank’s initiatives.

Jobholder Requirements

• Education/Qualification Minimum a Bachelor’s Degree or its equivalent in Finance, Banking, Business Management, or a relevant field.
• Required certifications: PCE (Life/General), CEILLI, and FIMM/IPPC (Unit Trust/Banca) as applicable to the license requirements.
• Experience Wealth Executive: 0 - 2 years of sales experience in financial services.
• Senior Wealth Executive / Associate Wealth Manager: 3 years and above of relevant experience in wealth management or priority banking.
• Special Skills Strong analytical and problem-solving skills with a focus on financial planning.
• Excellent communication and interpersonal skills to build trust with high-net-worth clients.
• Proactive, self-starting attitude with a strong drive for results.

About Hong Leong Bank

We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China. We seek to strike a balance between diversity, inclusion and merit to achieve our mission of infusing diversity in thinking and skillsets into our organisation. Candidates are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available. Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation.

Hong Leong Bank (“HLB”) stands proudly as a leading financial services institution based in Malaysia, providing a wide range of comprehensive and innovative financial solutions across the region. These services are delivered through both digital and traditional means, via online and mobile banking, as well as our digital branch concept to provide customers with an efficient and seamless experience aided by technology. As the service and financial landscape changes rapidly with the ever-increasing use of technology, staying attuned to customers needs and desires becomes even more critical to HLB’s operations. To stay ahead of these dynamic changes, the Bank has adopted the approach of reimagining banking by embedding digital considerations and customer centricity in every aspect of our operations, from products and services as well as customer care and engagement. HLB’s ethos of being Digital-At-The-Core powered by customers-at-the-forefront will continue to lead us to innovate offerings in line with our aspiration of being a highly digital and innovative financial services organization.