Private Banking Senior Client Advisor
3 days ago
If you are looking to excel and make a difference, take a closer look at us…
Functional (job responsibilities)- Manage a diversified portfolio of HNW and UHNW clients by delivering holistic wealth management solutions.
- Provide personalized investment advisory, asset allocation, and lending solutions, including Lombard loans and cash-out loans against financial assets.
- Deliver legacy planning and wealth distribution strategies in collaboration with private trust personnel, offshore insurance brokers, tax advisors, and legal professionals.
- Conduct regular portfolio reviews and risk assessments to align with clients' financial goals and risk tolerance profiles.
- Ensure compliance with KYC/AML practices, FATCA and regulatory standards (BNM & SC regulations).
- Collaborate with internal teams, including BCB, PFS to deepen client relationships through a total relationship approach.
- Mentor junior advisors and support their professional development.
- Contribute to the growth strategy of the Private Banking division by driving client acquisition and retention.
- Maintain exceptional compliance standards and uphold the bank's reputation for delivering high-quality financial solutions.
Education/Qualification
- Bachelor's Degree in Finance, Banking, Business Admin, or equivalent
- Posses Valid Licenses such as IPPC, FIMM, PCE, CEILLI, TBE etc
- CFA, CFP, CB (AICB) etc qualification will be an advantage
Experience
- Minimum 10 years of relevant experience in Private Banking, Priority Banking or Wealth Advisory
- Proven high achievements record and ability to acquire, retain, and deepen relationship with HNW/UHNW individuals
- Strong track record in advising clients on multi-asset portfolios including equities, bonds, mutual funds, alternatives and structured products
- Deep understanding of risk profiling, KYC, asset allocation, and portfolio rebalancing.
- Understanding of cross-border wealth planning
Special Skills
- Familiar with local and offshore investment platforms and advisory frameworks (Guided vs Discretionary)
- Skilled in trust-building, personal engagement, and delivering bespoke client experiences.
- Experience managing complex family office structures, succession planning and intergenerational wealth will be added advantage
- Knowledge of BNM regulations, FATCA, CRS and tax implications of Malaysian HNWIs offshore investing
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.
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