Private Banking Manager & Elite Client Advisor

HLB; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

HL Bank Singapore is seeking an experienced Client Advisor to drive acquisition of high-net-worth clients and manage their wealth through personalized advisory services. The role focuses on building and maintaining trusted client relationships, conducting regular reviews, and delivering comprehensive wealth management solutions in a private banking setting.

You will collaborate with investment Counsellors and credit specialists, stay informed on market trends, and aim to optimize portfolios

Qualifications

• 5+ years in private banking or wealth management.
• Proven track record of client acquisition and relationship management.
• Strong knowledge of investments, planning, credit, and banking services.
• Excellent communication and regulatory compliance mindset.

Responsibilities

• Proactively identify and acquire new high-net-worth clients through networking and referrals.
• Cultivate long-term relationships, serving as primary contact for financial needs.
• Conduct regular reviews to assess clients’ goals and risk profiles.
• Ensure client satisfaction and retention through personalized service.
• Collaborate with internal specialists to deliver wealth management solutions.
• Stay updated on market trends and regulatory changes.

Job description

HL Bank Singapore is seeking an experienced Client Advisor to drive acquisition of high-net-worth clients and manage their wealth through personalized advisory services. The role focuses on building and maintaining trusted client relationships, conducting regular reviews, and delivering comprehensive wealth management solutions in a private banking setting.

You will collaborate with investment Counsellors and credit specialists, stay informed on market trends, and aim to optimize portfolios