Wealth Executive: Grow Portfolios and Advise Clients

Hong Leong Bank; Miri; Sur place; MYR 60 000 - 90 000; Plein temps

Résumé du poste

Hong Leong Bank in Malaysia seeks a Wealth Executive to deliver tailored financial guidance, build trusted client relationships, and drive revenue through wealth products. The role emphasizes risk-aware advising and compliant client interactions within a regulated banking environment.

The ideal candidate has a degree in finance or related field and practical experience in wealth management or priority banking, with strong communication skills and a proactive, results-driven mindset.

Qualifications

• Bachelor’s degree in Finance, Banking, Business Management or related field.
• Certifications: PCE, CEILLI, and FIMM/IPPC as applicable to license requirements.
• Wealth management or priority banking experience preferred.

Responsabilités

• Conduct in-depth discovery sessions to understand clients’ risk tolerance and financial objectives.
• Generate fee-based income through strategic sale of wealth products.
• Stay updated on market trends and regulatory changes to advise clients proactively.
• Grow AUM through relationship management and new client acquisition.
• Ensure all transactions comply with bank policies, SOPs and regulatory guidelines.

Connaissances

Financial advisory

Revenue generation

Market intelligence

Portfolio growth

Compliance & risk

Formation

Bachelor’s degree

PCE (Life/General)

CEILLI

FIMM/IPPC

Description du poste

Hong Leong Bank in Malaysia seeks a Wealth Executive to deliver tailored financial guidance, build trusted client relationships, and drive revenue through wealth products. The role emphasizes risk-aware advising and compliant client interactions within a regulated banking environment.

The ideal candidate has a degree in finance or related field and practical experience in wealth management or priority banking, with strong communication skills and a proactive, results-driven mindset.