Private Banking Senior Client Advisor / Client Advisor

HLB; Kuala Lumpur; Presencial; MYR 180.000 - 360.000; Tempo integral

Resumo da vaga

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

Qualificações

• 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

Responsabilidades

• 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

Conhecimentos

Client relationships

Investment advisory

Cross-border wealth planning

Risk profiling

Regulatory compliance

Formação

Bachelor’s Degree in Finance, Banking, Business Admin

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

CFA/ CFP / CB (AICB) beneficial

Descrição da vaga

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).

Managerial (team/group responsibilities)

• Collaborate with internal teams, including BCB, PFS to deepen client relationships through a total relationship approach.
• Mentor junior advisors and support their professional development.

Organizational (organizational responsibilities)

• 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 ourmission of infusing diversity in thinking and skillsets into our organisation.Candidatesare 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.