Wealth Growth Advisor

Hong Leong Bank; Ampang Jaya; On-site; MYR 70,000 - 110,000; Full time

Job summary

Hong Leong Bank in Malaysia is seeking a Wealth Executive to conduct in-depth discovery with clients, provide tailored financial recommendations, and drive revenue through wealth management products. The role focuses on growing assets under management, building trusted relationships with high-net-worth clients, and maintaining strict compliance with PDPA, AML/CFT, and bank SOPs.

At HL Bank, you will work with a collaborative team across departments and have opportunities to advance within the

Qualifications

• Bachelor’s degree in Finance, Banking, Business Management or a relevant field.
• Certifications: PCE (Life/General), CEILLI, FIMM/IPPC as applicable to license requirements.
• Wealth/priority banking experience is desirable.

Responsibilities

• Conduct in-depth discovery sessions to understand clients' risk tolerance and objectives.
• Generate fee-based income through wealth management product sales.
• Stay updated on market trends and regulatory changes to advise clients.
• Grow AUM through relationship management and new-to-bank clients.
• Ensure compliance with bank policies, SOPs, PDPA, AML/CFT, and Sharia governance.

Skills

Analytical skills

Communication skills

Proactive attitude

Education

Bachelor’s Degree in Finance/ Banking / Business

Job description

Hong Leong Bank in Malaysia is seeking a Wealth Executive to conduct in-depth discovery with clients, provide tailored financial recommendations, and drive revenue through wealth management products. The role focuses on growing assets under management, building trusted relationships with high-net-worth clients, and maintaining strict compliance with PDPA, AML/CFT, and bank SOPs.

At HL Bank, you will work with a collaborative team across departments and have opportunities to advance within the