Wealth Executive-2

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

Job summary

Hong Leong Bank is seeking a Wealth Executive to conduct in-depth discovery, assess clients’ risk, and tailor financial plans. The role focuses on generating fee-based income through wealth products and growing the bank’s AUM through proactive relationship management.

The position requires strong analytical and communication skills, plus relevant certifications. You will work to ensure compliance with bank policies and regulations while building trust with high-net-worth clients.

Qualifications

• Bachelor's degree in Finance, Banking, Business Management, or a related field.
• Professional certifications: PCE, CEILLI, FIMM/IPPC where applicable.
• Wealth Executive: 0–2 years in financial services; Senior Wealth Executive/Associate Wealth Manager: 3+ years in wealth management.
• 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.

Responsibilities

• Conduct in-depth discovery to assess clients' risk tolerance and financial objectives.
• Generate fee-based income through wealth products.
• Stay updated on market trends and regulatory changes to advise clients.
• Grow AUM via relationship management and acquiring new-to-bank clients.
• Ensure compliance with bank policies and regulatory guidelines.
• Build and maintain relationships with stakeholders and support internal functions.
• Adhere to SOPs and participate in bank initiatives.

Skills

Financial advisory

Relationship management

Analytical skills

Communication skills

Sales orientation

Education

Bachelor’s Degree in Finance/Banking/Business

PCE (Life/General)

CEILLI

FIMM/IPPC (Unit Trust/Banca)

Job description

## Wealth Executive-2Applylocations: PIN-PANDAN INDAH BRtime type: Full timeposted on: Posted Todaytime left to apply: End Date: October 31, 2026 (30+ days left to apply)job requisition id: JR0000025647**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.**Realise your full potential at Hong Leong Bank by applying now.*