Wealth Growth Advisor

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

Job summary

Hong Leong Bank Berhad is seeking a Wealth Executive/Associate Wealth Manager focused on delivering tailored financial advice and growing assets under management. The role emphasizes client discovery, strategic product recommendations, and adherence to regulatory standards.

The candidate should demonstrate strong analytical skills, excellent communication, and a proactive approach to building trust with high-net-worth clients, with opportunities to advance within the wealth management team.

Qualifications

• Bachelor’s degree or equivalent in Finance, Banking, Business Management or related field.
• Required certifications: PCE (Life/General), CEILLI, and FIMM/IPPC (Unit Trust/Banca) as applicable.
• Wealth/priority banking experience is a plus but not required at entry level.

Responsibilities

• Financial Advisory: conduct in-depth discovery sessions to understand clients' risk tolerance, objectives, and time horizons to tailor recommendations.
• Revenue Generation: achieve KPIs by generating fee-based income through wealth products.
• Market Intelligence: stay updated on market trends and regulatory changes to provide timely advice.
• Portfolio Growth: grow AUM via relationship management and acquisition of new-to-bank clients.
• Compliance & Risk: ensure transactions adhere to bank policies and regulations (PDPA, AML/CFT, Shariah Governance).

Skills

Strong analytical and problem-solving

Excellent communication and Interperso

Proactive, self-starting attitude

Education

Bachelor’s Degree in Finance, Banking, Business Management

PCE (Life/General)

CEILLI

FIMM/IPPC (Unit Trust/Banca)

Job description

Hong Leong Bank Berhad is seeking a Wealth Executive/Associate Wealth Manager focused on delivering tailored financial advice and growing assets under management. The role emphasizes client discovery, strategic product recommendations, and adherence to regulatory standards.

The candidate should demonstrate strong analytical skills, excellent communication, and a proactive approach to building trust with high-net-worth clients, with opportunities to advance within the wealth management team.