Wealth Executive: Client Growth & Advisory

Hong Leong Bank; Seremban; On-site; MYR 60,000 - 120,000; Full time

Job summary

Hong Leong Bank is seeking a Wealth Executive to provide tailored financial recommendations by understanding client risk tolerance, objectives, and time horizons. You will participate in strategic wealth advisory and aim to grow assets under management through client acquisition and relationship management.

The role emphasizes compliance with PDPA, AML/CFT, and Shariah governance, and requires a Bachelor’s degree in Finance or related fields with relevant licenses such as PCE, CEILLI or

Qualifications

• Minimum a Bachelor's degree in Finance, Banking, Business Management or a related field.
• Certifications: PCE, CEILLI and FIMM/IPPC as applicable to license requirements.

Responsibilities

• Financial Advisory: Conduct in-depth discovery sessions to understand clients' risk tolerance, financial objectives and time horizons to provide tailored recommendations.
• Revenue Generation: Achieve KPIs by generating fee-based income through strategic sale of wealth management products.
• Market Intelligence: Stay updated on global market trends, interest rate shifts and regulatory changes to provide proactive advice.
• Portfolio Growth: Grow the Bank's AUM through relationship management and acquisition of new-to-bank wealth clients.
• Compliance & Risk: Ensure transactions and client interactions adhere to policies, SOPs and regulations (PDPA, AMLCFT, Shariah).

Skills

Analytical skills

Communication skills

Interpersonal skills

Proactive

Education

Bachelor's Degree in Finance/Business

PCE (Life/General)

CEILLI

FIMM/IPPC (Unit Trust/Banca)

Job description

Hong Leong Bank is seeking a Wealth Executive to provide tailored financial recommendations by understanding client risk tolerance, objectives, and time horizons. You will participate in strategic wealth advisory and aim to grow assets under management through client acquisition and relationship management.

The role emphasizes compliance with PDPA, AML/CFT, and Shariah governance, and requires a Bachelor’s degree in Finance or related fields with relevant licenses such as PCE, CEILLI or