Senior Client Advisor – Private Banking
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Job description
About the role
We are seeking a Senior Client Advisor to join our Private Bank team and drive growth among High‑Net‑Worth clients. The role focuses on building lasting relationships, delivering tailored wealth‑management solutions, and collaborating with Investment Counsellors to enhance portfolio performance.
Key responsibilities
- Attract and onboard High‑Net‑Worth clients through strategic partnership development.
- Maintain and deepen client relationships beyond transactional interactions.
- Work closely with Investment Counsellors to design and execute portfolio growth strategies.
- Develop and present innovative wealth‑management solutions that meet discerning client needs.
Required profile
- Bachelor’s degree.
- 5–10 years of experience in private banking or wealth management.
- Proven sales leadership with a strong client referral network.
- Relevant certifications: CACS 1 and CACS 2.
Required skills
What we offer
- Opportunity to work for a leading Malaysian financial institution with a regional presence.
- Access to a digital‑at‑the‑core ecosystem supporting career development.
- Inclusive culture that values diversity, merit, and lifelong learning.
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Published 1 month ago
Expires 1 week from now
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