Client Service Officer, Private Bank

Hong Leong Bank; Singapore; On-site; SGD 120,000 - 150,000; Full time

Job summary

HL Bank Singapore is seeking an experienced client advisor in private banking to support the advisory-first wealth proposition on a digital-focused platform.

You will manage account documentation, coordinate with RMs and product specialists, and ensure transactions are completed accurately while adhering to regulatory guidelines. This role offers exposure to regional wealth management and opportunities for career growth.

Qualifications

• Diploma or Degree holder.
• CACS (Client Advisor Competency Standards) Paper 1 and 2.

Responsibilities

• Ensure account opening forms are in order and follow up on documents relating to private banking transactions with clients.
• Manage orders and execute transactions (equity, FX, bonds, investment products) and coordinate with internal stakeholders to support client requirements.
• Establish credit facilities for clients and monitor account shortfalls.
• Provide necessary information and support to RMs and Product Specialists to ensure transactions are carried out properly; enable relationship management.
• Provide PWM UAT support during system upgrades and propose process improvements as needed.
• Ensure compliance with legal & regulatory guidelines and work with back office to minimize operational errors.
• Collaborate with manager to ensure team compliance with bank and regulatory requirements.
• Provide guidance and knowledge sharing to new team members (team/group responsibilities) and contribute to cost management and financial goals.
• Carry out any other duties as directed by Company Management.

Education

Diploma or Degree holder

CACS Paper 1 and 2

Job description

Define your future at HL Bank Singapore Functional (job responsibilities):

• Ensuring account opening forms are in order, initiate and/or follow up on account opening documents and/or any other documents relating to PB transactions as well as interface with clients to ensure completeness of documentation.
• Ensuring efficient and prompt management of orders, execution of transactions (eg equity, FX, bonds, investment products) Communicate and respond in a timely fashion with internal stakeholders to support clients’ requirements.
• Establish credit facilities for clients and provide monitoring support on account shortfall.
• Provide necessary information and support to: RMs and Product Specialists to ensure transactions for clients are carried out properly; and RMs so that they have sufficient information to manage relationships effectively.
• Provide necessary PWM UAT support during system upgrades as well as process improvement as and when required.
• Ensure that all legal & compliance guidelines are adhered to, working with back office to minimize operational errors.
• Work with manager to ensure the team complies with Bank and regulatory requirements.
• Managerial (team/group responsibilities) To provide guidance and knowledge sharing to new team members.
• Organizational (organizational responsibilities) including Strategic Cost Management and Financial Goals.
• To carry out any other duties as directed by Company Management.

Education/Qualification

• Diploma or Degree holder.
• CACS (Client Advisor Competency Standards) Paper 1 and 2.

Experience/Requirements

• Minimally 5-7 years’ working experience, preferably in private banking.

About HL Bank Singapore

HL Bank Singapore is the Singapore branch of Hong Leong Bank, a premier regional financial services leader headquartered in Malaysia with a rich heritage of over 120 years. Listed on Bursa Malaysia and a key member of the extensive Hong Leong Group, we operate a robust network of approximately 250 branches across Malaysia, with a strategic regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China. As a Full Bank in Singapore, we serve as a vital hub for the Group’s regional ambitions. A cornerstone of this strategy is our sophisticated "advisory-first" wealth proposition through HLB Private Bank and HLB Priority. By combining our deep Asian market roots with a landmark strategic alliance with Swiss private bank Lombard Odier, we provide world‑class wealth architecture and bespoke solutions for our clients. Beyond our wealth focus, we deliver excellence through four core business pillars: Business & Corporate Banking, Personal Financial Services, Private Wealth Management, and Global Markets. This "Integrated Approach" allows our talent to collaborate seamlessly across segments, ensuring we effectively meet the multifaceted needs of high-net-worth individuals, business founders, and corporate enterprises alike. At HL Bank Singapore, our people are central to our success, and as a recognized Human Capital Partner (HCP) by TAFEP, we are committed to progressive workplace practices and your professional development. We seek digitally inclined, customer‑centric performers who thrive in a technology‑focused environment, where we empower our teams with AI‑enhanced tools and next‑generation platforms to lead the industry. As part of a large, diversified conglomerate, we offer unrivaled opportunities to explore new grounds and build a challenging career path within a rapidly expanding regional landscape. Join us to be part of a proven value‑creation story and shape the future of your own story at HL Bank Singapore.

Additional Services Description

Hong Leong Bank (“HLB”) stands proudly as a leading financial services institution based in Malaysia, providing a wide range of comprehensive and innovative financial solutions across the region. These services are delivered through both digital and traditional means, via online and mobile banking, as well as our digital branch concept to provide customers with an efficient and seamless experience aided by technology. As the service and financial landscape changes rapidly with the ever‑increasing use of technology, staying attuned to customers needs and desires becomes even more critical to HLB’s operations. To stay ahead of these dynamic changes, the Bank has adopted the approach of reimagining banking by embedding digital considerations and customer centricity in every aspect of our operations, from products and services as well as customer care and engagement. HLB’s ethos of being Digital‑At‑The‑Core powered by customers‑at‑the‑forefront will continue to lead us to innovate offerings in line with our aspiration of being a highly digital and innovative financial services organization.