Wealth Executive — Client Growth & Advisory

Hong Leong Bank Berhad

Selangor

On-site

MYR 60,000 - 150,000

Full time

14 days+

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Job summary

Hong Leong Bank Berhad, a leading Malaysian financial institution, seeks a Wealth Executive/Associate Wealth Manager to deliver tailored financial advice and grow assets under management. You will engage with high-net-worth clients, conduct discovery sessions, and ensure compliance with PDPA, AML/CFT, and Shariah governance.

The role emphasizes risk-aware planning, strong communication, and proactive service in a dynamic, regulated banking environment across Malaysia.

Qualifications

Bachelor’s degree 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.

Responsibilities

Financial Advisory: Conduct in-depth discovery sessions to understand clients' risk tolerance, financial objectives, and time horizons.
Revenue Generation: Achieve KPIs by generating fee-based income through selling wealth management products.
Market Intelligence: Stay updated on global market trends, rate shifts, and regulatory changes to provide timely advice.
Portfolio Growth: Grow AUM through relationship management and acquiring new-to-bank wealth clients.
Compliance & Risk: Ensure all transactions and client interactions adhere to policies and regulations (PDPA, AMLCFT, Shariah Governance).