Wealth Management Advisor – AUM Growth & Advisory

Hong Leong Bank Berhad; Selangor; On-site; MYR 60,000 - 110,000; Full time

Job summary

Hong Leong Bank Berhad in Malaysia seeks a Wealth Executive/Senior Wealth Manager to provide tailored wealth solutions and build trusted client relationships. You will advise on investments, risk management and financial planning while aiming to grow the bank's assets under management.

The role requires a finance-related degree, relevant certifications, and 0–3 years of wealth experience. Strong communication, analytical skills and a proactive attitude are essential.

Qualifications

• Bachelor’s degree in Finance, Banking, Business Management or equivalent.
• Certifications: PCE (Life/General), CEILLI, and FIMM/IPPC as applicable to license requirements.
• Wealth Executive: 0–2 years of sales experience; Senior Wealth Executive/Associate Wealth Manager: 3+ years of relevant experience.

Responsibilities

• Conduct in-depth discovery sessions to understand clients' risk tolerance, objectives and time horizons to tailor recommendations.
• Generate fee-based income through strategic sale of wealth management products.
• Stay updated on global market trends, rate shifts and regulatory changes to provide timely advice.
• Grow AUM through relationship management and acquisition of new-to-bank wealth clients.
• Ensure all transactions and client interactions adhere to bank policies, SOPs and regulatory requirements (PDPA, AML/CFT, Shariah Governance).

Skills

Analytical skills

Communication skills

Proactive 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 in Malaysia seeks a Wealth Executive/Senior Wealth Manager to provide tailored wealth solutions and build trusted client relationships. You will advise on investments, risk management and financial planning while aiming to grow the bank's assets under management.

The role requires a finance-related degree, relevant certifications, and 0–3 years of wealth experience. Strong communication, analytical skills and a proactive attitude are essential.