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

Overview:

As Private Banking Desk Head, you will provide team leadership while driving bottom-line PV growth through the strategic acquisition of High Net-Worth clients and grow the PV AUM, loan interest and fee income of the Team.

Responsibilities:

• Develop HLB Private teams wealth business strategic plan, lead and ensure effective execution of business initiatives.
• Actively source and prospect ultra high net-worth clients.
• Develop, maintain and manage relationships with clients with CAs by providing professional services in the areas of financial and wealth management.
• Onboard new clients that are in line with the HLB Private Bank Wealth Management target.
• Ensure active Know-Your-Customer (KYC) activities.
• Responsible for achieving Teams targets and contributing towards the Private Banking business, in line with the banks Wealth Management Strategy.
• Ensure that Teams activities carried out are in full compliance with the Bank and regulatory requirements.

Managerial (team/group responsibilities): Lead and develop the HLB Private Bank team by inspiring a strong performance culture, implementing rigorous sales management disciplines, and ensure positive results and rapid growth of the account/portfolio. Provide necessary guidance and support to team members (Client Advisors) on SOP compliance.

Organizational (organizational responsibilities): Uphold rigorous compliance and governance standards, ensuring all regulatory guidelines (AML, SC, FNSL) and internal bank policies are tightly enforced and maintaining audit readiness for the Private Banking business. Promote a robust culture of teamwork across the bank, actively enhancing working relationships with all internal and external stakeholders.

Skills & Experience We Are Looking For:

• Minimum Undergraduate degree in Accounting/Banking/Investment/Finance or a related field from any recognized university.
• More than 15 years of wealth management working experience in financial / banking industry.
• Proven track record of accomplishment in the management of the Ultra/High Net Worth clients.
• Strong analytical, organizational, and time management skills.
• Excellent business acumen and interpersonal skills.
• High proficiency in office productivity tools, specifically Excel, Word, and PowerPoint.
• Posses Valid Licenses such as IPPC, FIMM, PCE, CEILLI, TBE etc.
• CFA, CFP, CB (AICB) etc qualification will be an advantage.

Realise your full potential at Hong Leong Bank by applying now.