HNW Priority Banking Wealth Advisor

Hong Leong Bank Berhad; Kuala Lumpur; On-site; MYR 90,000 - 150,000; Full time

Job summary

Hong Leong Bank Berhad is seeking a Priority Banking Relationship Manager in Malaysia to manage and deepen relationships with High-Net-Worth Priority Banking clients. The role focuses on delivering personalized wealth management, acquiring new-to-bank HNW clients, and achieving revenue targets through wealth investment and protection products.

The position emphasizes portfolio management, holistic financial planning, and cross-selling of wealth and retail banking solutions, with strict adherence

Responsibilities

• Portfolio Management & Client Relationship Growth
• New Client Acquisition of NTB High-Net-Worth clients
• Portfolio Health & Retention through periodic reviews
• Holistic Financial Planning and risk profiling
• Wealth Product Execution: Unit Trusts, Bonds/Sukuk, Structured Investments, DCI, PRS
• Cross-Selling of retail banking solutions and credit/products
• Collaboration with Wealth Product Specialists and Treasury teams
• Regulatory Adherence: BNM/SC/FIMM policies and internal guidelines
• TCF compliance, Suitability Assessments, KYC and risk disclosures
• AML/KYC reviews during onboarding and transactions

Job description

Hong Leong Bank Berhad is seeking a Priority Banking Relationship Manager in Malaysia to manage and deepen relationships with High-Net-Worth Priority Banking clients. The role focuses on delivering personalized wealth management, acquiring new-to-bank HNW clients, and achieving revenue targets through wealth investment and protection products.

The position emphasizes portfolio management, holistic financial planning, and cross-selling of wealth and retail banking solutions, with strict adherence