Wealth Executive: Client-Centric Growth & Advisory

Hong Leong Bank; Bintulu; Hybrid; MYR 80,000 - 140,000; Full time

Job summary

Hong Leong Bank seeks a Wealth Executive/Senior Wealth Manager to guide clients through financial planning and investment choices, conducting discovery sessions, tailoring recommendations and growing assets under management while meeting revenue KPIs.

You will work with high‑net‑worth clients, stay updated on market trends, and ensure compliance with PDPA, AML/CFT, and Shariah governance. A relevant degree and licenses are required.

Qualifications

• Bachelor’s Degree in Finance, Banking, Business Management or related field.
• Required certifications: PCE (Life/General), CEILLI, and FIMM/IPPC (Unit Trust/Banca) as applicable.
• Wealth management experience is advantageous for Senior/Associate roles.

Responsibilities

• Financial Advisory: conduct discovery sessions to tailor recommendations.
• Revenue Generation: achieve KPIs by selling wealth management products.
• Market Intelligence: stay updated on market trends, rates and regulations to advise clients.
• Portfolio Growth: grow AUM through relationship management and new-to-bank clients.
• Compliance & Risk: ensure transactions comply with policies and regulatory guidelines.

Skills

Analytical skills

Problem solving

Communication

Interpersonal skills

Proactive attitude

Education

Bachelor’s Degree in Finance/Banking/Business

Job description

Hong Leong Bank seeks a Wealth Executive/Senior Wealth Manager to guide clients through financial planning and investment choices, conducting discovery sessions, tailoring recommendations and growing assets under management while meeting revenue KPIs.

You will work with high‑net‑worth clients, stay updated on market trends, and ensure compliance with PDPA, AML/CFT, and Shariah governance. A relevant degree and licenses are required.