Wealth Executive
Hong Leong Bank Berhad
Date: 3 hours ago
City: Malacca
Contract type: Full time
If you are looking to excel and make a difference, take a closer look at us…
Key Responsibilities And Accountabilities
Functional (Job Responsibilities)
Education/Qualification
We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.
We seek to strike a balance between diversity, inclusion and merit to achieve our mission of infusing diversity in thinking and skillsets into our organisation. Candidates are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available. Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation.
Realise your full potential at Hong Leong Bank by applying now.
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).
- 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.
- Required certifications: PCE (Life/General), CEILLI, and FIMM/IPPC (Unit Trust/Banca) as applicable to the license requirements.
- Wealth Executive: 0 - 2 years of sales experience in financial services.
- Senior Wealth Executive / Associate Wealth Manager: 3 years and above of relevant experience in wealth management or priority banking.
- 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.
We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.
We seek to strike a balance between diversity, inclusion and merit to achieve our mission of infusing diversity in thinking and skillsets into our organisation. Candidates are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available. Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation.
Realise your full potential at Hong Leong Bank by applying now.
How to apply
To apply for this job you need to authorize on our website. If you don't have an account yet, please register.
Post a resumeSimilar jobs
Principal Engineer Unit Process Development
Infineon Technologies,
Malacca
3 days ago
Perform Process development activities (Process parameters scouting, optimization, verification and Process Freeze) in Development projects to meet the project targets in term of timeline, quality, cost competitiveness, and manufacturability.Your RoleKey responsibilities in your new roleResponsible for technical handshake and knowledge transfer to Operation.Support prototype and development samples build.Generate and update relevant documents, e.g. Process Specification, PFMEA, DFMEA, OJTI, T32, PDR.Provide...
Senior Staff Engineer Equipment Engineering Test
Infineon Technologies,
Malacca
1 week ago
Responsible to manage overall EE Discrete Tester (ETS, FET, IP and OS)on tester Improvement, planned maintenance and competency of Technicians.Your RoleKey responsibilities in your new roleTo ensure all turret tester safe to operate with high availability, good reliability & appropriate quality performance and hence to ensure KPI Defined Fulfilled.Responsible overall Test Turret Tester maintenance systematic and activities in order to...
Admin and General Affairs Assistant.
Prysmian,
Malacca
1 week ago
Job DescriptionEnd to end process of travel arrangements for Prysmian colleagues, SMT, customer, or others as needed, i.e. hotel, flight, transportation arrangement, SIM card roaming and confirmation to traveler/visitor.End to end process of Foreign Workers administration (Renewal, COM , ePlks and FWCMS) including hostel management and travel arrangements.Hostels management: (Bungalow) for expatriate regular maintenance, cleaning & administration and contract renewal.Factory...
