Elite UHNW Private Banking Advisor - Wealth Strategy

HLB; Kuala Lumpur; On-site; MYR 180,000 - 360,000; Full time

Job summary

Hong Leong Bank, a leading financial institution in Malaysia, seeks a senior Private Banking Advisor to manage a diversified HNW/UHNW client portfolio with holistic wealth solutions. You will provide tailored investment advice, asset allocation, and lending options while collaborating with trusted partners for legacy planning.

The role requires a minimum of 10 years in Private/Wealth Advisory, strong cross-border experience, and a proven track record in growing client relationships and

Qualifications

• 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
• Minimum 10 years of relevant experience in Private Banking, Priority Banking or Wealth Advisory
• Strong track record in acquiring, retaining and deepening HNW/UHNW clients
• Experience advising on multi-asset portfolios and cross-border wealth planning

Responsibilities

• Manage a diversified portfolio of HNW and UHNW clients with holistic wealth solutions
• Provide personalized investment advisory, asset allocation, and lending solutions
• Deliver legacy planning and wealth distribution strategies with trusted partners
• Conduct regular portfolio reviews and risk assessments for goals and risk tolerance
• Ensure compliance with KYC/AML, FATCA and local regulations
• Collaborate with internal teams to deepen client relationships and mentor junior advisors
• Drive client acquisition and retention to grow Private Banking assets and reputation

Skills

Client relationships

Investment advisory

Cross-border wealth planning

Risk profiling

Regulatory compliance

Education

Bachelor’s Degree in Finance, Banking, Business Admin

Professional licenses (IPPC, FIMM, PCE, CEILLI, TBE)

CFA/ CFP / CB (AICB) beneficial

Job description

Hong Leong Bank, a leading financial institution in Malaysia, seeks a senior Private Banking Advisor to manage a diversified HNW/UHNW client portfolio with holistic wealth solutions. You will provide tailored investment advice, asset allocation, and lending options while collaborating with trusted partners for legacy planning.

The role requires a minimum of 10 years in Private/Wealth Advisory, strong cross-border experience, and a proven track record in growing client relationships and