Wealth Executive - Strategic Advisor for Growth

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

Job summary

Hong Leong Bank Berhad in Malaysia is seeking a Wealth Executive to deliver tailored financial advice and build lasting client relationships with high-net-worth individuals.

You will conduct discovery sessions, balance risk with objectives, and drive revenue through wealth management products while adhering to PDPA, AML/CFT and Shariah governance. Join a leading financial institution with digital and traditional services across Malaysia and the region.

Qualifications

• Bachelor's degree required in finance, banking, business management or a related field.
• Certifications (PCE, CEILLI, FIMM/IPPC) may apply as per license requirements.
• 0–2 years for Wealth Executive; 3+ years for Senior/Associate roles.

Responsibilities

• Conduct in-depth discovery sessions to understand clients' risk tolerance and objectives.
• Achieve KPIs by generating fee-based income through wealth product sales.
• Stay updated on market trends, rates and regulatory changes to advise clients.
• Grow AUM via relationship management and acquiring new-to-bank clients.
• Ensure all transactions comply with bank policies and regulations (PDPA, AML/CFT, Shariah).

Skills

Analytical thinking

Problem solving

Communication skills

Interpersonal skills

Proactivity

Education

Bachelor's Degree in Finance/ Banking/ Business Management

Job description

Hong Leong Bank Berhad in Malaysia is seeking a Wealth Executive to deliver tailored financial advice and build lasting client relationships with high-net-worth individuals.

You will conduct discovery sessions, balance risk with objectives, and drive revenue through wealth management products while adhering to PDPA, AML/CFT and Shariah governance. Join a leading financial institution with digital and traditional services across Malaysia and the region.