If you are looking to excel and make a difference, take a closer look at us… Key Responsibilities and Accountabilities Functional (Job Responsibilities) • Financial Advisory: Conduct in-depth discovery sessions to accura…
If you are looking to excel and make a difference, take a closer look at us… Job Responsibilities: Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches and any other sales ac…
Futian District, Guangdong Province, China · On-site
Senior
If you are looking to excel and make a difference, take a closer look at us… Functional (job responsibilities) Acquire new account relationships.Manage a portfolio of existing Commercial Banking Account relationship in o…
Senior Eexecutive - Personal Financial Services (Money Transfer & FX)
Kuala Lumpur, Kuala Lumpur, Malaysia · On-site
Senior
If you are looking to excel and make a difference, take a closer look at us… Senior Product Executive Product Management (Money Transfer & FX) Job Responsibilities Support the end-to-end management of Money Transfer and …
Executive - Personal Financial Services Direct Sales (Cards)
Petaling Jaya, Selangor, Malaysia · On-site
Entry level
If you are looking to excel and make a difference, take a closer look at us… Aggressively source and book new credit card customers for the bank.Responsible to meet monthly targets and minimum standard of performance.Dev…
Selayang Municipal Council, Selangor, Malaysia · On-site
Entry level
If you are looking to excel and make a difference, take a closer look at us… Key Responsibilities and Accountabilities Functional (Job Responsibilities) • Financial Advisory: Conduct in-depth discovery sessions to accura…
If you are looking to excel and make a difference, take a closer look at us… Key Responsibilities Overall responsible for credit risk management and evaluation of BCB loans within portfolio with minimal accounts turning …
Define your future at Hong Leong Bank We are seeking talented fresh graduates or early-career professionals to join our 12-month Protege, Credit Administration! This program is an excellent opportunity for recent graduat…
If you are looking to excel and make a difference, take a closer look at us… Key Responsibilities and Accountabilities Functional (job responsibilities)Review and assess Shariah audit universe, and draft annual audit pla…
Executive - Business & Corporate Banking (Contract Financing Middle Office)
Kuala Lumpur, Kuala Lumpur, Malaysia · On-site
Mid level
If you are looking to excel and make a difference, take a closer look at us… Overview: This role serves as a vital operational and risk-control function within the contract financing lifecycle. The Middle Office speciali…
If you are looking to excel and make a difference, take a closer look at us… Overview This leadership role drives the strategic growth and development of the Islamic Wealth Management (IWM) business within HLISB. The Man…
Executive - Business Channels (Operations & Customer Service)
Malaysia · On-site
Mid level
If you are looking to excel and make a difference, take a closer look at us… Key Responsibilities and Accountabilities Sales & Service Provide superior customer service to walk-in customers and contribute to expected lev…
Manager - Business & Corporate Banking (Contract Financing Specialist)
Kuala Lumpur, Kuala Lumpur, Malaysia · On-site
Senior
If you are looking to excel and make a difference, take a closer look at us… Responsibilities: Contract Financing Evaluate the performance risk of a borrower, including past experience and track record of the borrower. E…
If you are looking to excel and make a difference, take a closer look at us… Functional (Job Responsibilities) • Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, f…
Executive - Business Channels (Operations & Customer Service)
Johor Bahru, Johor, Malaysia · On-site
Entry level
If you are looking to excel and make a difference, take a closer look at us… Sales & Service Provide superior customer service to walk-in customers and contribute to expected levels of CSAT (Customer Satisfaction) scores…
If you are looking to excel and make a difference, take a closer look at us… Key Responsibilities and Accountabilities Functional (Job Responsibilities) • Financial Advisory: Conduct in-depth discovery sessions to accura…
If you are looking to excel and make a difference, take a closer look at us… Your Roles & Responsibilities: Solicit customers for Deposits, Insurance and Investment Products within BNMs Responsible Lending Guidelines and…
If you are looking to excel and make a difference, take a closer look at us… Overview: The Senior Project Manager drives the strategic planning, execution, and delivery of cross-functional initiatives. Serving as the vit…
Executive - Personal Financial Services (Auto Loan Sales)
Kuala Lumpur, Malaysia · On-site
Mid level
If you are looking to excel and make a difference, take a closer look at us… Meeting allocated funding targetIdentify and recruit potential new dealers from area under your careDevelop and manage the relationship of car …
Executive - Personal Financial Services (Mortgage Sales)
Petaling Jaya, Selangor, Malaysia · On-site
Entry level
If you are looking to excel and make a difference, take a closer look at us… Mortgage Sales About Hong Leong Bank We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Provid…
Skills: Mortgage Sales, Financial Services, Customer Engagement, Digital Banking
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Full-time
bachelor degree, professional certificate
Posted 35d ago
Apply by Sep 30
~40 hrs/week
Responsibilities
The role involves providing tailored financial advice and managing portfolios to grow the bank's assets under management. It also requires achieving revenue KPIs through the sale of wealth management products while ensuring strict regulatory compliance.
Requirements
Candidates must hold a Bachelor's degree in Finance, Banking, or a related field and possess specific certifications such as PCE, CEILLI, and FIMM/IPPC. Experience requirements range from 0-2 years for executives to 3+ years for senior roles.
Full job description
If you are looking to excel and make a difference, take a closer look at us…
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.
Jobholder Requirements 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. Experience • 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. 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.
About Hong Leong Bank
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.
Hong Leong Bank Berhad is one of the leading financial services organisations in Malaysia. With a heritage of more than 100 years, it provides comprehensive financial services covering consumer banking, business banking and trade finance, treasury, branch and transaction banking, wealth management, private banking and Islamic financial services. Its merger with EON Bank Group in 2011 has further embedded its position as a core banking franchise with an expanded distribution network of more than 300 branches across the country.
With a proven track record in value creation and a highly recognised brand, Hong Leong Bank has also been extending its footprint in the region, with branches in Singapore and Hong Kong and wholly owned subsidiaries in Vietnam and Cambodia. In China, the Bank has a 20% shareholding in Bank of Chengdu Co., Ltd., Sichuan and a consumer finance joint venture.
Hong Leong Bank is a subsidiary of Hong Leong Financial Group Berhad, the financial services arm of the Hong Leong Group. Apart from banking, Hong Leong Financial Group is involved in the provision of insurance and takaful, as well as investment banking, unit trust, fund management and stock broking services.
Offices: 6 Jalan Damanlela, Bukit Damansara, Kuala Lumpur, Wilayah Persekutuan 50490, MY · 18, Jalan Perak, Kuala Lumpur, 50450, MY
Hong Leong Bank Berhad is one of the leading financial services organisations in Malaysia. With a heritage of more than 100 years, it provides comprehensive financial services covering consumer banking, business banking and trade finance, treasury, branch and transaction banking, wealth management, private banking and Islamic financial services. Its merger with EON Bank Group in 2011 has further embedded its position as a core banking franchise with an expanded distribution network of more than 300 branches across the country.
With a proven track record in value creation and a highly recognised brand, Hong Leong Bank has also been extending its footprint in the region, with branches in Singapore and Hong Kong and wholly owned subsidiaries in Vietnam and Cambodia. In China, the Bank has a 20% shareholding in Bank of Chengdu Co., Ltd., Sichuan and a consumer finance joint venture.
Hong Leong Bank is a subsidiary of Hong Leong Financial Group Berhad, the financial services arm of the Hong Leong Group. Apart from banking, Hong Leong Financial Group is involved in the provision of insurance and takaful, as well as investment banking, unit trust, fund management and stock broking services.
Offices: 6 Jalan Damanlela, Bukit Damansara, Kuala Lumpur, Wilayah Persekutuan 50490, MY · 18, Jalan Perak, Kuala Lumpur, 50450, MY