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Functional
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
Collaborate with internal teams, including BCB, PFS to deepen client relationships through a total relationship approach.Mentor junior advisors and support their professional development.Organizational
Contribute to the growth strategy of the Private Banking division by driving client acquisition and retention.Maintain exceptional compliance standards and uphold the bank's reputation for delivering high-quality financial solutions.Education/Qualification
Bachelor’s Degree in Finance, Banking, Business Admin, or equivalentPosses Valid Licenses such as IPPC, FIMM, PCE, CEILLI, TBE etcCFA, CFP, CB (AICB) etc qualification will be an advantageExperience
Minimum 10 years of relevant experience in Private Banking, Priority Banking or Wealth AdvisoryProven high achievements record and ability to acquire, retain, and deepen relationship with HNW/UHNW individualsStrong track record in advising clients on multi-asset portfolios including equities, bonds, mutual funds, alternatives and structured productsDeep understanding of risk profiling, KYC, asset allocation, and portfolio rebalancing.Understanding of cross-border wealth planningSpecial Skills
Familiar with local and offshore investment platforms and advisory frameworks (Guided vs Discretionary)Skilled in trust-building, personal engagement, and delivering bespoke client experiences.Experience managing complex family office structures, succession planning and intergenerational wealth will be added advantageKnowledge of BNM regulations, FATCA, CRS and tax implications of Malaysian HNWIs offshore investing