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Private Banking Senior Client Advisor / Client Advisor

HLB · Posted Aug 27, 2026

Kuala Lumpur, Kuala Lumpur, Malaysia
On-site
Full-time · Senior
10+ years

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Manage a diversified portfolio of HNW and UHNW clients by delivering holistic wealth management solutions, investment advisory, asset allocation, and lending solutions.

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).

Requirements

Bachelor’s Degree in Finance, Banking, Business Admin, or equivalent
Nice to have: IPPC license
Nice to have: FIMM license
Nice to have: PCE
Nice to have: CEILLI

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