Wealth Executive

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, ...

Ready to Apply?

Submit your application today and join our talented team at Hong Leong Bank.