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Private Banking Senior Client Advisor
Hong Leong Bank
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kuala lumpur, Malaysia
Location
kuala lumpur
Posted
June 16, 2026
Commute
Local Area
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This job is in your area. Enjoy a short commute and work close to home.
Job Description
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 usβ¦**### 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 *(tea...