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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 equivalent
- Posses Valid Licenses such as IPPC, FIMM, PCE, CEILLI, TBE etc
- CFA, CFP, CB (AICB) etc qualification will be an advantage
Experience
- Minimum 10 years of relevant experience in Private Banking, Priority Banking or Wealth Advisory
- Proven high achievements record and ability to acquire, retain, and deepen relationship with HNW/UHNW individuals
- Strong track record in advising clients on multi-asset portfolios including equities, bonds, mutual funds, alternatives and structured products
- Deep understanding of risk profiling, KYC, asset allocation, and portfolio rebalancing.
- Understanding of cross-border wealth planning
Special 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 advantage
- Knowledge of BNM regulations, FATCA, CRS and tax implications of Malaysian HNWIs offshore investing
