Wealth Executive

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.
• 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
• Realise your full potential at Hong Leong Bank by applying now.

Additional Information

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.

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