Wealth Executive - Kedah

Hong Leong Bank; Kedah; On-site; MYR 90,000 - 150,000; Full time

Job summary

Hong Leong Bank in Malaysia seeks a Wealth Executive to manage and grow a portfolio of individual clients, delivering holistic financial advice aligned with life goals and risk appetite.

You will conduct in-depth discovery, tailor recommendations, and generate fee-based income while upholding regulatory requirements and delivering excellent client service.

Open to candidates at all experience levels; a Bachelor’s degree in Finance, Banking, Business Management or a related field is required.

Qualifications

• Strong analytical and problem-solving skills with a focus on financial planning.
• Excellent communication and interpersonal skills to build trust with clients.
• Open to candidates of all experience levels; entry-level applicants and fresh graduates are encouraged to apply.

Responsibilities

• Financial advisory: conduct discovery sessions to understand clients' risk tolerance, objectives, and time horizons.
• Revenue generation: achieve KPIs by generating fee-based income through wealth management products.
• Market intelligence: stay updated on market trends and regulatory changes to provide proactive advice.
• Portfolio growth: grow AUM through relationship management and acquisition of new wealth clients.
• Compliance & risk: ensure transactions and interactions adhere to policies and regulations.

Skills

Analytical skills

Communication

Interpersonal skills

Proactive attitude

Education

Bachelor’s degree in Finance/Banking/Business

Job description

Jora Malaysia will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

If you are looking to excel and make a difference, take a closer look at us…

The Wealth Executive is a client-centric professional responsible for managing and growing a portfolio of individual clients. The primary objective is to strategically grow the bank’s Assets Under Management (AUM) while delivering holistic financial advice that aligns with the client’s life goals and risk appetite.

Key Responsibilities and Accountabilities

Functional (Job Responsibilities)

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

Organizational (Organizational Responsibilities)

• Building and maintaining close relationships with relevant stakeholders and supporting internal functions.
• Adhere to department Standard Operating Procedures (SOP) in complying with audit, compliance, and regulatory guidelines.
• Perform other responsibilities or projects assigned under the Group or Bank’s initiatives.

Education/Qualification

• Minimum a Bachelor’s Degree or its equivalent in Finance, Banking, Business Management, or a relevant field.
• Open to candidates of all experience levels; entry-level applicants and fresh graduates are strongly encouraged to apply.

Special Skills

• Strong analytical and problem-solving skills with a focus on financial planning.
• Excellent communication and interpersonal skills to build trust with high-net-worth clients.
• Proactive, self-starting attitude with a strong drive for results.

For more job opportunities, please go to HLB Careers: https://hlb.wd3.myworkdayjobs.com/HLBCareers/

We appreciate your application and will be in touch with shortlisted candidates regarding next steps.