Wealth Executive

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

Job summary

Hong Leong Bank in Malaysia is seeking Wealth Executives to deliver tailored financial advice and drive growth in assets under management (AUM) for high-net-worth clients.

Roles require strong analytical and communication skills, with 1–3+ years in wealth management. The team emphasises regulatory compliance, client trust, and proactive market insight to support sustainable growth across diverse client portfolios.

Qualifications

• Bachelor’s degree in Finance, Banking, Business Management or relevant field.
• PCE (Life/General), CEILLI, and FIMM/IPPC (Unit Trust/Banca) licenses as applicable.
• Wealth Executive: 1–2 years of sales experience in financial services; Senior Wealth Executive: 3+ years in wealth management or priority banking.

Responsibilities

• Conduct in-depth discovery sessions to understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
• Generate fee-based income through strategic sale of wealth management products.
• Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive advice.
• Focus on growing the Bank's AUM through relationship management and acquiring new-to-bank wealth clients.
• Ensure all transactions and interactions adhere to bank policies and regulatory requirements (PDPA, AML/CFT, Shariah Governance).
• Build and maintain relationships with stakeholders and support internal functions; comply with SOPs and audits.

Skills

Analytical

Communication

Proactive

Relationship building

Education

Bachelor's degree in Finance/Banking/Business

Job description

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: 1 - 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.