HLB Private Bank, Client Advisor

HL Bank Singapore; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

HL Bank Singapore is seeking a dynamic Client Advisor to manage and grow the wealth of high-net-worth individuals. In this role, you will forge new partnerships, strategize with Investment Counsellors for portfolio growth, and cultivate lasting client relationships.

The ideal candidate will hold a Bachelor’s degree and have 5-10 years of experience in private banking or wealth management, along with essential certifications in CACS 1 and CACS 2. Join us to shape the future of private banking.

Qualifications

• 5 - 10 years’ private banking or wealth management experience.
• Proven sales leadership and a robust client referral network.
• Essential certifications in CACS 1 and CACS 2.

Responsibilities

• Attracting High-Net-Worth clients.
• Cultivating enduring client relationships.
• Strategising with Investment Counsellors for portfolio growth.
• Reinventing wealth management solutions.

Skills

Sales leadership

Relationship management

Financial expertise

Education

Bachelor’s degree

Tools

CACS 1

CACS 2

Job description

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

The Client Advisor at HL Private Bank plays a crucial role in managing and growing the wealth of high-net-worth individuals (HNWIs) and their families. This position requires a strong blend of financial expertise, relationship management skills, and a deep understanding of market dynamics.

This is more than just a role; it's a chance to build legacies. You'll be at the forefront of forging new partnerships by attracting high-net-worth clients; cultivating enduring relationships that transcend transactions; strategizing alongside Investment Counsellors to unlock unparalleled portfolio growth and reinventing wealth management solutions that truly resonate with discerning clients.

Realize your full potential and shape the future of private banking at HL Private Bank by joining our growing and dynamic team as a Client Advisor.

Job Responsibilities

• Forging new partnerships by attracting High-Net-Worth clients.
• Cultivating enduring relationships that transcend transactions.
• Strategising alongside Investment Counsellors to unlock unparalleled portfolio growth.
• Reinventing wealth management solutions that truly resonates with discerning clients.

Job Requirements

• Bachelor’s degree & 5 - 10 years’ private banking/ wealth management experience.
• Proven sales leadership and a robust client referral network.
• Essential certifications- CACS 1 and CACS 2

Ready to shape the future of private banking and achieve your utmost potential? We invite you to seize this pivotal opportunity as a Client Advisor on our dynamic and expanding team.

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.