Wealth Executive

Hong Leong Bank Berhad; Pahang; On-site; MYR 48,000 - 96,000; Full time

Job summary

Hong Leong Bank Berhad is seeking Wealth Executives to develop trusted client relationships, conduct discovery for risk tolerance, and tailor financial plans. The role emphasizes advisory services, revenue generation, and growing assets under management through proactive service and referrals.

Candidates should hold a bachelor’s degree in Finance or related field, with relevant licenses as required. Strong communication, analytical skills, and a proactive mindset are valued.

Qualifications

• Bachelor’s degree in Finance or related field.
• Certifications: PCE, CEILLI, and FIMM/IPPC as applicable to license requirements.
• Wealth sales experience or intent to develop within wealth management is desired.

Responsibilities

• Conduct in-depth discovery sessions to understand clients' risk tolerance and objectives.
• Generate fee-based income through wealth product recommendations.
• Stay informed on market trends, rates, and regulations to provide timely advice.
• Grow AUM through relationship management and new-to-bank client acquisition.
• Ensure all interactions comply with bank policies and regulatory guidelines.

Skills

Wealth management

Client relationship

Financial planning

Communication

Analytical thinking

Education

Bachelor’s Degree in Finance

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.