Private Banking Senior Client Advisor

Private Banking Senior Client Advisor page is loaded## Private Banking Senior Client Advisorlocations : HLT-Hong Leong Towertime type : Full timeposted on : Posted 30+ Days Agojob requisition id : JR

• 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 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.
• 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.

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