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
Klang City, Selangor, Malaysia · On-site
Position Snapshot Location: Selangor, MY Full-time 3+ years of experience Position Summary Joining Nestlé means you are joining the largest Food and Beverage Company in the world. At our very core, we are a human environ…
Skills: Field Sales, Merchandising, Customer Relationship Management, Market Intelligence, Negotiation
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
Klang City, Selangor, Malaysia · On-site
Position Snapshot Location: Selangor, MY Company: Nestle Malaysia Full-time Bachelor’s Degree 5+ years of experience Position Summary Joining Nestlé means you are joining the largest Food and Beverage Company in the worl…
Skills: Key Account Management, Field Sales, Business Development, Territory Management, Negotiation
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
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The role involves providing tailored financial advice to clients and generating fee-based income through wealth management products. It also focuses on growing the bank's assets under management while ensuring strict adherence to regulatory and compliance standards.
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 entry-level 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
There are currently 5 open sales positions in Klang City, Malaysia listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Hong Leong Bank Berhad, Nestlé, among others. Browse the listings above to see every active employer.
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