Wealth Executive - Perak

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

Job summary

Hong Leong Bank Berhad seeks a Wealth Executive / Senior Wealth Executive / Associate Wealth Manager to manage and grow a portfolio of individual clients. The role focuses on delivering holistic financial advice aligned with clients' life goals and risk appetite, while expanding the bank's AUM.

Branches available: Sitiawan and Kampar. Responsibilities include financial advisory, revenue generation through wealth products, market intelligence, relationship management, and ensuring compliance with

Qualifications

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

Responsibilities

• Financial Advisory: conduct discovery sessions to understand clients' risk tolerance, 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 market trends, interest rate shifts, and regulatory changes to provide proactive advice to clients.
• Portfolio Growth: grow AUM through 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).] ,
• Wealth Manager: 0-2 years; Senior Wealth Executive / Associate Wealth Manager: 3+ years in wealth management or priority banking.

Skills

Analytical skills

Communication

Proactive mindset

Education

Bachelor’s Degree or equivalent in Finance/ Banking/ Business

PCE (Life/General), CEILLI, FIMM/IPPC licenses

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.

Branch Available:

• Sitiawan
• Kampar

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 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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