- To apply market knowledge in advisory, advisory managed and discretionary portfolio management to promote the full product range to meet client's needs.
- Work closely with Private bankers to develop best roadmap for clients on asset allocation which are in line with client risk profile, the bank's investment strategy and adhere to internal compliance and local regulations.
- Develop plans to increase product awareness amongst private bankers and clients on new product offerings.
- Leading a team to hit or exceed revenue forecasts and ultimately meet customer needs by driving new investment flows and retain existing business.
- Demonstrate leadership and drive to excel, with a dynamic and outgoing personality, is high on initiative, team oriented, client focused, mature with good judgment skills to raise the bar to achieve higher level.
- Clearly communicate the goals and set priority by driving the team to meet goals, motivate them through challenges and ensure they have all the support they need to excel in their roles.
- Ensure the team always comply with internal compliance guideline and local authority.
- Collaborate strategically with Management teams of other business segments and sales channels to solicit high net worth referral, upgrade and business opportunity.
- Responsible for achieving targets and contributing towards the Private Banking business, in line with the bank's Wealth Management Strategy.
- Responsible for PBC audit and compliance in line with the Bank's internal policy, standard and procedures and other regulatory requirements.
- Malaysian citizen
- Undergraduate degree in Accounting/Banking/Investment/Finance or a related field from any recognized university.
- At least 15 years of relevant banking and wealth management experience.
- At least 5 years of relevant experience in UHNW/HWN banking and wealth management products and related experience.
- Proven track record of accomplishment in the management of HNW segment.
Head, Private Wealth Counsellor - Kuala Lumpur, Malaysia - Hong Leong Bank Berhad
Description
If you are looking to excel and make a difference, take a closer look at us...
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About Hong Leong Bank
We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.
We seek to strike a balance between diversity, inclusion and merit to achieve our mission of infusing diversity in thinking and skillsets into our organisation. Candidates are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available. Expanding on our "Digital at the Core" ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation.
Realise your full potential at Hong Leong Bank by applying now.