Wealth Growth Advisor for High-Net-Worth Clients

HLB; Iskandar Puteri; On-site; MYR 89,000 - 134,000; Full time

Job summary

Hong Leong Bank is seeking a Wealth Executive/Senior Wealth Manager to deliver tailored financial guidance to clients and grow assets under management. You will lead discovery sessions, recommend wealth solutions, and build lasting client relationships within a regulated framework.

The role emphasizes analytical thinking, strong communication, and a proactive approach to drive revenue and client satisfaction across a nationwide banking network.

Qualifications

• 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.

Responsibilities

• Conduct in-depth discovery sessions to understand clients’ risk tolerance, objectives, and time horizons.
• Generate fee-based income through strategic wealth product sales.
• Stay updated on market trends, rates, and regulatory changes to offer timely advice.
• Grow the Bank’s AUM via relationship management and client acquisition.
• Ensure transactions and interactions comply with bank policies and regulatory guidelines.

Skills

Analytical skills

Problem solving

Financial planning

Communication skills

Interpersonal skills

Proactive attitude

Education

Bachelor’s degree in Finance/Banking/Business Management

Certifications: PCE (Life/General), CEILLI, FIMM/IPPC

Job description

Hong Leong Bank is seeking a Wealth Executive/Senior Wealth Manager to deliver tailored financial guidance to clients and grow assets under management. You will lead discovery sessions, recommend wealth solutions, and build lasting client relationships within a regulated framework.

The role emphasizes analytical thinking, strong communication, and a proactive approach to drive revenue and client satisfaction across a nationwide banking network.