Portfolio Counsellor

If you are looking to excel and make a difference, take a closer look at us...

Functional (job responsibilities)

• 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.
• Hit or exceed revenue forecasts and ultimately meet customer needs by driving new investment flows and retain existing business

Organizational (organizational responsibilities)

• 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.

Education/Qualification

• Undergraduate degree in Accounting/Banking/Investment/Finance or a related field from any recognized university.

Experience

• At least 10 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.

Special Skills

• Excellent commercial acumen, analytical and interpersonal skills.
• Leadership skills - able to collaborate with a large diverse team, and foster strong teamwork within Priority Banking Centre.
• Able to make independent decisions with minimal supervision.
• Highly motivated and result-driven.
• Develop young talent for Private bankers.

Certification/Licensing Requirements

• Possess relevant certification and licenses in Investment, Treasury and Bancassurance.
• FIMM
• IPPC
• PCEIA - LIFE
• CEILLI
• TAKAFUL
• CFP (if applicable)

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.

Job ID JR0000018900