Elite Private Banking Advisor for HNW Clients

HL Bank Singapore

Singapore

On-site

SGD 120,000 - 180,000

Full time

8 days ago

Application generator

Get a reply from this employer — a resume and cover letter tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

HL Bank Singapore is seeking a high-calibre Client Advisor to proactively acquire new high-net-worth clients and nurture trusted relationships, acting as the main point of contact for all financial needs. You will conduct regular reviews, tailor investment and wealth planning solutions, and stay ahead of market trends while ensuring regulatory compliance.

You will collaborate with Investment Counsellors and Financial Planners to deliver integrated wealth management, grow client portfolios, and

Qualifications

Proven ability to acquire high-net-worth clients through networking and referrals.
Strong advisory skills across investments, planning, credit and banking products.
Ability to review client needs, risk profiles and financial objectives regularly.
Experience in collaboration with specialists to deliver holistic wealth solutions.
Familiarity with AML/KYC and regulatory requirements.

Responsibilities

Acquire new high-net-worth clients and expand the client base.
Cultivate long-term relationships and be the primary contact for financial needs.
Conduct regular reviews of clients' goals, risk profiles, and circumstances.
Provide expert advice across private banking products and services.
Develop tailored investment strategies and monitor portfolio performance.
Collaborate with internal specialists to deliver integrated wealth solutions.
Identify cross-sell opportunities and support business growth.
Lead and coach team members, ensuring compliance with policies and risk appetite.