Wealth Management Advisor

Hong Leong Bank; Miri; On-site; MYR 80,000 - 160,000; Full time

Job summary

Hong Leong Bank seeks a Wealth Executive to provide tailored financial planning and advisory services to high-net-worth clients in Malaysia. You will conduct discovery sessions to assess risk tolerance, objectives, and horizons for bespoke recommendations.

You will drive revenue through wealth product sales, monitor market trends, and work to grow AUM while ensuring strict adherence to PDPA, AML/CFT, and Shariah governance. Strong communication is essential.

Qualifications

• Bachelor’s degree in Finance, Banking, Business Management, or related field.
• Required certifications: PCE (Life/General), CEILLI, and FIMM/IPPC (Unit Trust/Banca) as applicable to license requirements.
• Wealth Executive: 0–2 years of sales experience; Senior Wealth Executive/Associate Wealth Manager: 3+ years in wealth management or priority banking.

Responsibilities

• Financial Advisory: Conduct in-depth discovery sessions to understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
• Revenue Generation: Achieve KPIs by generating fee-based income through strategic sale of wealth management products.
• Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice.
• Portfolio Growth: Focus on growing the Bank's AUM through relationship management and acquisition of new-to-bank wealth clients.
• Compliance & Risk: Ensure all transactions and client interactions adhere to bank policies, SOPs, and regulations (e.g., PDPA, AML/CFT, Shariah Governance).
• Building and maintaining relationships with stakeholders and supporting internal functions.
• Adhere to department SOPs for audit, compliance, and regulatory guidelines.
• Perform other responsibilities or projects under Group or Bank initiatives.

Skills

Analytical skills

Communication skills

Financial planning

Proactive mindset

Education

Bachelor's degree in Finance/ Banking / Business Management

Job description

Hong Leong Bank seeks a Wealth Executive to provide tailored financial planning and advisory services to high-net-worth clients in Malaysia. You will conduct discovery sessions to assess risk tolerance, objectives, and horizons for bespoke recommendations.

You will drive revenue through wealth product sales, monitor market trends, and work to grow AUM while ensuring strict adherence to PDPA, AML/CFT, and Shariah governance. Strong communication is essential.