Private Banking Senior Client Advisor
Hong Leong Bank Berhad(5 months ago)
About this role
Senior Private Banker at Hong Leong Bank serving high-net-worth and ultra-high-net-worth individuals within the Private Banking division. The role sits within the bank's regional network and focuses on senior-level client stewardship while maintaining regulatory and compliance standards. It supports the Private Banking division's growth and client retention objectives.
Required Skills
- Wealth Management
- Investment Advisory
- Portfolio Management
- Lending Solutions
- Legacy Planning
- KYC/AML
- Risk Assessment
- Relationship Management
- Client Acquisition
- Mentoring
Qualifications
- Bachelor's Degree in Finance, Banking or Business
- IPPC
- FIMM
- PCE
- CEILLI
- TBE
- CFA
- CFP
- CB (AICB)
About Hong Leong Bank Berhad
hlb.com.myHong 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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