Teams at Hong Leong Bank Berhad

Provide tailored financial advice through discovery sessions, sell fee-based wealth products to grow AUM, monitor market/regulatory changes, ensure compliance with PDPA/AMLCFT/Shariah Governance, build stakeholder relationships, follow SOPs, and support bank initiatives. Requires a bachelors degree and relevant wealth licensing.

Provide tailored financial advice to high-net-worth clients, grow assets under management through relationship development and sales of wealth products, maintain compliance with bank policies and regulations, and collaborate with internal stakeholders to meet KPIs.

Provide tailored financial advice based on client discovery, generate fee-based revenue through wealth product sales, grow AUM via relationship management and new client acquisition, monitor market and regulatory changes, ensure compliance with PDPA/AMLCFT/Shariah Governance, and collaborate with internal stakeholders following SOPs.