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 us…**### 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...