Wealth Executive - Klang Valley

Hong Leong Bank Berhad; Selangor; On-site; MYR 60,000 - 140,000; Full time

Job summary

Hong Leong Bank Berhad in Malaysia is seeking a Wealth Executive/Senior Wealth Executive to manage and grow a portfolio of individual clients. The role focuses on growing AUM while delivering holistic financial advice aligned with clients' life goals and risk tolerance.

You will conduct in-depth discovery, build trusted relationships with high-net-worth clients, and generate revenue through strategic wealth products, while adhering to regulatory and internal policies.

Qualifications

• Bachelor’s Degree or equivalent 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 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 effective relationship management and acquisition of new-to-bank wealth clients.
• Compliance & Risk: Ensure all transactions and client interactions adhere to bank policies, SOPs, and regulations (PDPA, AML/CFT, Shariah Governance).
• Building and maintaining close relationships with stakeholders and supporting internal functions.
• Adhere to SOPs in complying with audit, compliance, and regulatory guidelines.
• Perform other responsibilities or projects assigned under the Group or Bank’s initiatives.

Skills

Analytical skills

Communication skills

Interpersonal skills

Financial planning

Proactive attitude

Education

Bachelor’s degree in Finance, Banking, Business Management

Job description

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

The Wealth Executive / Senior Wealth Executive / Associate Wealth Manager 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.

Jobholder Requirements

Education/Qualification

• Minimum a Bachelor’s Degree or its equivalent 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.

Experience

• Wealth Executive: 0 - 2 years of sales experience in financial services.
• Senior Wealth Executive / Associate Wealth Manager: 3 years and above of relevant experience in wealth management or priority banking.

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.

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

Unlock job insights

Hirer responsiveness Salary match Number of applicants

Your application will include the following questions

• Which of the following statements best describes your right to work in Malaysia?
• Which of the following types of qualifications do you have?
• How many years' experience do you have as a Wealth Management Executive?

Banking & Credit More than 10,000 employees

We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.

We seek to strike a balance between diversity, inclusion and merit to achieve our mission of infusing diversity in thinking and skillsets into our organisation. Candidates are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available. Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation.

HONG LEONG GROUP PERSONAL DATA POLICY

Hong Leong Group use personal data in accordance with the Hong Leong Group Privacy Notice (New Applicants) which can be found at http://www.hongleong.com/download/HLG_Privacy_Notice_New_Applicants.pdf

By providing to us your personal data, you hereby consent to the processing of your personal data with the said Privacy Notice.

We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.

We seek to strike a balance between diversity, inclusion and merit to achieve our mission of infusing diversity in thinking and skillsets into our organisation. Candidates are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available. Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation.

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