Klang City, Selangor, Malaysia · On-site
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…
Skills: Financial Advisory, Revenue Generation, Market Intelligence, Portfolio Growth, Compliance & Risk Management
Kuala Lumpur, Kuala Lumpur, Malaysia · On-site
If you are looking to excel and make a difference, take a closer look at us… Functional (job responsibilities) Investigative Analysis: Lead/Independently review reviews of client complaints. This includes analyzing trans…
Skills: Investigative Analysis, Stakeholder Collaboration, Root Cause Assessment, Dispute Resolution, Regulatory Reporting
Subang Jaya City Council, Selangor, Malaysia · On-site
If you are looking to excel and make a difference, take a closer look at us… Job Description To grow community businesses around the branch, providing financial services to SME. Establish a relationship with the business…
Skills: SME Lending, Business Viability Evaluation, Financial Analysis, Sales Acquisition, Relationship Management
Kuala Lumpur, Kuala Lumpur, Malaysia · On-site
If you are looking to excel and make a difference, take a closer look at us… Functional (job responsibilities) Business Strategy & Growth Develop and execute the strategic roadmap for Money Transfer and FX businesses in …
Skills: Foreign Exchange, Cross-Border Payments, Product Management, Business Strategy, P&L Management
Malaysia · On-site
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…
Skills: Financial Advisory, Revenue Generation, Market Intelligence, Portfolio Growth, Compliance & Risk Management
Petaling Jaya, Selangor, Malaysia · On-site
If you are looking to excel and make a difference, take a closer look at us… Overview: The Data Quality Analyst is responsible for supporting the Data Quality function by performing data quality checks, monitoring data q…
Skills: SQL, Data Profiling, Data Validation, Data Reconciliation, Data Quality Monitoring
Kajang Municipal Council, Selangor, Malaysia · On-site
If you are looking to excel and make a difference, take a closer look at us… We are seeking talents who have the passion to interact and build long-term relationship to increase "Share of Wallet" of clients. Strong sales…
Skills: Wealth Management, Sales, Relationship Building, Cold Calling, Cross Selling
Sabah, Malaysia · On-site
If you are looking to excel and make a difference, take a closer look at us… Functional (job responsibilities)To establish closer rapport with existing business banking clients with the goal of increasing utilization of …
Skills: Business Banking, Corporate Banking, Credit Analysis, Portfolio Management, Risk Management
Sandakan, Sabah, Malaysia · On-site
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…
Skills: Financial Advisory, Revenue Generation, Market Intelligence, Portfolio Growth, Compliance & Risk Management
Iskandar Puteri, Johor, Malaysia · On-site
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…
Skills: Financial Advisory, Revenue Generation, Market Intelligence, Portfolio Growth, Compliance & Risk Management
Sandakan, Sabah, Malaysia · On-site
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…
Skills: Financial Advisory, Revenue Generation, Market Intelligence, Portfolio Growth, Compliance & Risk Management
Penang, Malaysia · On-site
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…
Skills: Financial Advisory, Revenue Generation, Market Intelligence, Portfolio Growth, Compliance & Risk Management
Bestari Jaya, Selangor, Malaysia · On-site
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…
Skills: Financial Advisory, Revenue Generation, Market Intelligence, Portfolio Growth, Compliance & Risk Management
Kuala Lumpur, Kuala Lumpur, Malaysia · On-site
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…
Skills: Financial Advisory, Revenue Generation, Market Intelligence, Portfolio Growth, Compliance & Risk Management
Kuala Lumpur, Kuala Lumpur, Malaysia · On-site
If you are looking to excel and make a difference, take a closer look at us… Functional (job responsibilities) Undertaking the roles and responsibilities to project manage the implementation of products for Digital Banki…
Skills: Digital Project Management, Personal Financial Services, Financial Planning, Digital Transformation
Vietnam · On-site
If you are looking to excel and make a difference, take a closer look at us… Core Operational Management Check and oversee the loan application pipeline from submission to disbursement and monitor post-disbursement follo…
Skills: Sales Support, Management, Administrative Support
Kuala Lumpur, Kuala Lumpur, Malaysia · On-site
If you are looking to excel and make a difference, take a closer look at us… We are currently looking for talents to: Functional (job responsibilities)Meet sales target by securing new quality loans in line with Manageme…
Skills: Auto Loan Sales, KYC, Credit Recommendation, Negotiation, Relationship Management
Vietnam · On-site
If you are looking to excel and make a difference, take a closer look at us… Sales Excellence & Customer Service Deliver sales excellence by accurately identifying and meeting the needs of retail lending customers throug…
Skills: Retail Lending, Financial Advisory, Mortgage Sales, Negotiation, Client Relationship Management
Malaysia · On-site
If you are looking to excel and make a difference, take a closer look at us… If you are looking to excel and make a difference, take a closer look at us… Engage with walk in customers for transaction processing followed …
Skills: Customer Service, Cross Selling, Transaction Processing, Cash Handling, Banking Operations
Malaysia · On-site
If you are looking to excel and make a difference, take a closer look at us… If you are looking to excel and make a difference, take a closer look at us… Engage with walk in customers for transaction processing followed …
Skills: Customer Service, Cross Selling, Transaction Processing, Cash Handling, Banking Operations
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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.
Candidates must hold a Bachelor's degree in Finance, Banking, or Business and possess relevant certifications such as PCE, CEILLI, and FIMM/IPPC. Experience requirements range from 0-2 years for executives to 3+ years for senior roles.
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.
HLB is a member of PIDM.
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
HLB is a member of PIDM.
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
