Wealth Executive - Kedah
Hong Leong Bank Berhad
About the role
If you are looking to excel and make a difference, take a closer look at us…
The Wealth Executive is a client-centric professional responsible for managing and growing a portfolio of individual clients. The primary objective is to strategically grow the bank’s Assets Under Management (AUM) while delivering holistic financial advice that aligns with the client’s life goals and risk appetite.
Branch Available:
- Langkawi
- Serdang
- Jitra
- Sungai Petani
Key Responsibilities and Accountabilities
Functional (Job Responsibilities)
• Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
• Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the 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 to clients.
• Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
• Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).
Organizational (Organizational Responsibilities)
• Building and maintaining close relationships with relevant stakeholders and supporting internal functions.
• Adhere to department Standard Operating Procedures (SOP) in complying with audit, compliance, and regulatory guidelines.
• Perform other responsibilities or projects assigned under the Group or Bank’s initiatives.
Education/Qualification
• Minimum a Bachelor’s Degree or its equivalent in Finance, Banking, Business Management, or a relevant field.
• Open to candidates of all experience levels; entry-level applicants and fresh graduates are strongly encouraged to apply.
Special Skills
• 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.
For more job opportunities, please go to HLB Careers: https://hlb.wd3.myworkdayjobs.com/HLBCareers/
We appreciate your application and will be in touch with shortlisted candidates regarding next steps.
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