Client Advisor – Private Banking

About the role

As a Client Advisor at HLB Private Bank, you will be responsible for building and managing relationships with high‑net‑worth individuals, delivering tailored wealth‑management solutions, and driving portfolio growth in collaboration with investment counsellors.

Key responsibilities

• Attract and onboard new high‑net‑worth clients, forging strategic partnerships.
• Maintain and deepen long‑term relationships that go beyond transactional interactions.
• Work closely with Investment Counsellors to design and implement growth‑focused investment strategies.
• Develop innovative wealth‑management solutions that meet the sophisticated needs of discerning clients.

Required profile

• Bachelor’s degree.
• 5–10 years of experience in private banking or wealth management.
• Demonstrated sales leadership and a strong client referral network.
• Professional certifications: CACS 1 and CACS 2.

Required skills

What we offer

• Opportunity to shape the future of private banking within a leading Malaysian financial institution.
• Access to a digital‑first ecosystem and a regional network spanning Singapore, Hong Kong, Vietnam, Cambodia, and China.
• Commitment to diversity, inclusion, and merit‑based career progression.