Private Banking Senior Client Advisor

Hong Leong Bank

Kuala Lumpur, Malaysia
Manage hnw and uhnw client portfolios
Deliver investment advisory and lending solutions
Ensure compliance with regulatory standards
The role involves managing a diversified portfolio of high-net-worth clients

Job Summary

  • The role involves managing a diversified portfolio of high-net-worth clients.
  • You will collaborate with internal teams to deepen client relationships.
  • The bank is committed to maintaining exceptional compliance standards.

Matching Summary

The role involves managing a diversified portfolio of high-net-worth clients.

Skills & Requirements

Must-have

  • Manage HNW and UHNW client portfolios
  • Deliver investment advisory and lending solutions
  • Ensure compliance with regulatory standards

Nice-to-have

  • Experience with family office structures
  • Skilled in trust-building and personal engagement
  • Understanding of cross-border wealth planning

Key Requirements

  • Bachelor’s Degree in Finance or equivalent
  • Minimum 10 years of relevant experience
  • Possess valid licenses such as IPPC, FIMM, etc.

Work Rights

Not specified

Tailored Resume

Cover Letter