Wealth Executive: Grow AUM with Client Advisory

HLB; Bintulu; On-site; MYR 60,000 - 90,000; Full time

Job summary

Hong Leong Bank is seeking a Wealth Executive/Senior Wealth Manager in Malaysia to advise clients on financial planning and investment strategies, while growing AUM through effective relationship management. The role emphasizes compliance with PDPA, AML/CFT, and Shariah governance, and requires a strong client-centric, results-driven mindset.

The candidate will engage with high-net-worth clients, perform discovery to tailor solutions, and collaborate with internal teams to deliver comprehensive

Qualifications

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

Responsibilities

• Conduct discovery sessions to understand clients’ risk tolerance, objectives, and time horizons to tailor recommendations.
• Generate fee-based income through strategic sales of wealth management products.
• Stay updated on market trends, rate shifts, and regulatory changes to provide timely advice.
• Grow the Bank’s assets under management through relationship management and acquiring new-to-bank clients.
• Ensure all transactions comply with bank policies and regulatory guidelines (e.g., PDPA, AML/CFT, Shariah Governance).

Skills

Financial advisory

Relationship building

Analytical thinking

Communication

Proactive attitude

Education

Bachelor’s degree in Finance/Banking

Job description

Hong Leong Bank is seeking a Wealth Executive/Senior Wealth Manager in Malaysia to advise clients on financial planning and investment strategies, while growing AUM through effective relationship management. The role emphasizes compliance with PDPA, AML/CFT, and Shariah governance, and requires a strong client-centric, results-driven mindset.

The candidate will engage with high-net-worth clients, perform discovery to tailor solutions, and collaborate with internal teams to deliver comprehensive