Wealth Growth Advisor for High-Net-Worth Clients

Hong Leong Bank Berhad; Kedah; On-site; MYR 67,000 - 134,000; Full time

Job summary

Hong Leong Bank Berhad in Malaysia is seeking a Wealth Executive/Associate Wealth Manager to deliver tailored financial advice to high-net-worth clients and to contribute to portfolio growth. You will perform discovery sessions, assess risk, and pursue opportunities to expand AUM while ensuring adherence to regulatory standards.

The role emphasizes strong communication, proactive client engagement, and collaboration with internal teams to deliver comprehensive wealth solutions.

Qualifications

• Bachelor’s degree in Finance, Banking, Business or equivalent.
• PCE (Life/General), CEILLI and FIMM/IPPC where applicable to license requirements.
• Wealth Executive: 0–2 years of sales experience in financial services.
• Senior Wealth Executive / Associate Wealth Manager: 3+ years in wealth management or priority banking.

Responsibilities

• Conduct in-depth discovery to understand clients' risk tolerance, objectives and time horizons.
• Generate fee-based income through strategic sale of wealth management products.
• Stay updated on global market trends, interest rate shifts and regulatory changes.
• Grow the Bank's AUM via relationship management and acquisition of new-to-bank clients.
• Ensure all transactions comply with bank policies, SOPs and regulations (PDPA, AML/CFT, Shariah).
• Build strong relationships with stakeholders and support internal functions.

Skills

Analytical skills

Communication skills

Proactiveness

Education

Bachelor’s degree in Finance/Banking/Business

PCE (Life/General)

CEILLI

FIMM/IPPC (Unit Trust/Banca)

Job description

Hong Leong Bank Berhad in Malaysia is seeking a Wealth Executive/Associate Wealth Manager to deliver tailored financial advice to high-net-worth clients and to contribute to portfolio growth. You will perform discovery sessions, assess risk, and pursue opportunities to expand AUM while ensuring adherence to regulatory standards.

The role emphasizes strong communication, proactive client engagement, and collaboration with internal teams to deliver comprehensive wealth solutions.