Wealth Management Professional

2 weeks ago


Kuala Lumpur, Kuala Lumpur, Malaysia Hong Leong Bank Full time
Our Team

We are a dynamic team of professionals who share a passion for delivering innovative financial solutions.

We believe in collaboration, continuous learning, and innovation to stay ahead of the curve.

About the Role:

  • As a Wealth Management Professional, you will play a key role in developing and implementing wealth management strategies that meet the needs of our customers.
  • You will work closely with cross-functional teams to identify opportunities for growth and develop strategies to drive business expansion.
  • Your expertise will enable us to deliver personalized wealth management solutions that differentiate us from our competitors.

Responsibilities:

  1. Develop and implement wealth management strategies that meet customer needs.
  2. Collaborate with cross-functional teams to identify opportunities for growth and develop strategies to drive business expansion.
  3. Contribute to building up banks investment products fee income, Unit Trust AUM, and overall investment products sales.

Requirements:

  • Bachelor's degree in Accounting, Banking, Investment, Finance or a related field.
  • Possess professional investment-related certification (added advantage).
  • Minimum 5 years of relevant experience in Wealth Management, Financial/Investment field.
  • Strong interpersonal skills, personable, approachable, and collaborative.
  • Proficient in MS Office tools such as PowerPoint, Excel, and Word.


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