Portfolio Counsellor

Hong Leong Bank Berhad(1 year ago)

OnsiteFull TimeSenior$95,352 - $129,619 (estimated)Wealth Management

About this role

A senior Private Banking / Wealth Management role at Hong Leong Bank focused on serving high-net-worth and ultra-high-net-worth clients. The position supports the bank’s wealth management strategy by delivering comprehensive investment solutions and working across channels and regions. It operates within a digitally-forward banking environment that emphasises talent development and regulatory compliance.

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Required Skills

Market Knowledge
Advisory
Portfolio Management
Asset Allocation
Product Awareness
Client Relations
Revenue Growth
Compliance
Collaboration
Leadership

+3 more

Qualifications

Undergraduate Degree in Accounting/Banking/Finance/Investment
FIMM
IPPC
PCEIA - LIFE
CEILLI
TAKAFUL
CFP (if applicable)

About Hong Leong Bank Berhad

hlb.com.my

Hong Leong Bank Malaysia offers a host of personal financing products and services ranging from loans, credit cards, online banking, mobile banking and more. All designed to cater for the different needs and lifestyles of the customers.

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