Private Banking Manager & Client Advisor

Hong Leong Bank; Singapore; Hybrid; SGD 120,000 - 180,000; Full time

Job summary

HL Bank Singapore invites a Manager - Private Bank, Client Advisor to lead client acquisition and comprehensive advisory services for high-net-worth individuals in Singapore. You will serve as the primary contact for clients, delivering tailored wealth solutions and ensuring exceptional service.

You will assess client needs, propose investments, wealth planning, credit solutions, and banking services while collaborating with internal specialists to maintain strong, compliant client relationships.

Qualifications

• Proactively identify and acquire new high-net-worth clients through networking, referrals and business development initiatives.
• Cultivate and nurture long-term relationships with existing clients, serving as their primary contact for financial needs.
• Conduct regular reviews with clients to assess financial circumstances, goals and risk profiles.
• Ensure high client satisfaction and retention through personalized service and proactive engagement.

Responsibilities

• Identify and pursue new business opportunities with high-net-worth individuals.
• Provide comprehensive financial advice across private banking products and services, including investment management, wealth planning, credit and lending, and banking services.
• Collaborate with internal specialists to deliver holistic wealth management solutions.
• Stay informed on market trends and regulatory changes to provide timely advice.

Job description

HL Bank Singapore invites a Manager - Private Bank, Client Advisor to lead client acquisition and comprehensive advisory services for high-net-worth individuals in Singapore. You will serve as the primary contact for clients, delivering tailored wealth solutions and ensuring exceptional service.

You will assess client needs, propose investments, wealth planning, credit solutions, and banking services while collaborating with internal specialists to maintain strong, compliant client relationships.