Private Banking Senior Client Advisor / Client Advisor

Hong Leong Bank; Malaysia; On-site; MYR 250,000 - 350,000; Full time

Job summary

Hong Leong Bank is seeking a seasoned Private Banker to manage a diversified HNW/UHNW portfolio and deliver holistic wealth solutions. You will advise on multi-asset portfolios, asset allocation, and tailored lending products across borders, collaborating with trust, tax, and legal professionals.

The role emphasizes risk profiling, regulatory compliance, and deep client engagement to grow and retain high-value relationships.

Qualifications

• Minimum 10 years in Private Banking, Priority Banking or Wealth Advisory.

Responsibilities

• Manage a diversified portfolio of HNW/UHNW clients with holistic wealth solutions.
• Provide personalized investment advisory, asset allocation, and lending solutions including Lombard and cash-out loans.

Skills

Asset allocation

Wealth advisory

Cross-border wealth

Relationship management

Trust & succession planning

Education

Bachelor’s Degree in Finance/Banking

Professional licenses (IPPC/FIMM/PCE/CEILI/TBE)

CFA/CFP a plus

Tools

BNM regulations knowledge

KYC/AML compliance

Job description

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 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.

Hong Leong Bank (“HLB”) stands proudly as a leading financial services institution based in Malaysia, providing a wide range of comprehensive and innovative financial solutions across the region. These services are delivered through both digital and traditional means, via online and mobile banking, as well as our digital branch concept to provide customers with an efficient and seamless experience aided by technology.

As the service and financial landscape changes rapidly with the ever-increasing use of technology, staying attuned to customers needs and desires becomes even more critical to HLB’s operations. To stay ahead of these dynamic changes, the Bank has adopted the approach of reimagining banking by embedding digital considerations and customer centricity in every aspect of our operations, from products and services as well as customer care and engagement. HLB’s ethos of being Digital-At-The-Core powered by customers-at-the-forefront will continue to lead us to innovate offerings in line with our aspiration of being a highly digital and innovative financial services organization.