Wealth Growth Advisor — Build AUM & Client Trust

HLB; Sungai Petani; On-site; MYR 50,000 - 90,000; Full time

Job summary

Hong Leong Bank seeks a Wealth Executive to advise high-net-worth clients, tailor financial plans, and drive growth in wealth products within Malaysia. You will build trusted relationships, manage risk, and deliver client-centric solutions in a dynamic banking environment.

The role requires strong analytical and communication skills, adherence to regulatory guidelines, and a proactive approach to achieving KPIs in wealth management.

Qualifications

• Bachelor’s degree in Finance, Banking, Business Management, or a related field.
• Required certifications: PCE (Life/General), CEILLI, and FIMM/IPPC as applicable to license.
• Wealth Executive: 0–2 years of sales experience in financial services; Senior level may apply.

Responsibilities

• Conduct in-depth discovery sessions to understand clients’ risk tolerance and financial objectives.
• Generate fee-based income through strategic sale of wealth management products.
• Stay updated on market trends, interest rate shifts, and regulatory changes.
• Grow the bank’s AUM through relationship management and new-to-bank clients.
• Ensure all transactions comply with bank policies, SOPs and regulatory requirements.

Skills

Analytical skills

Communication skills

Relationship building

Self-motivated

Education

Bachelor's degree in Finance/Banking/Business

Job description

Hong Leong Bank seeks a Wealth Executive to advise high-net-worth clients, tailor financial plans, and drive growth in wealth products within Malaysia. You will build trusted relationships, manage risk, and deliver client-centric solutions in a dynamic banking environment.

The role requires strong analytical and communication skills, adherence to regulatory guidelines, and a proactive approach to achieving KPIs in wealth management.