Private Wealth Advisor & Client Relationship Lead

HL BANK; Singapore; On-site; SGD 180,000 - 270,000; Full time

Job summary

HL Bank is seeking a seasoned Client Acquisition and Relationship Management professional in Singapore to lead high-net-worth client engagement and holistic wealth advisory. You will partner with internal specialists to tailor investment, planning, and lending solutions while ensuring superior client satisfaction.

The role requires at least 5 years' experience in private banking/wealth management, strong leadership and client-network capabilities, and a commitment to compliance and ethical

Qualifications

• Bachelor's degree in Business, Finance or related field.
• 5+ years of private banking or wealth management experience.
• Proven sales leadership and a robust client referral network.
• Client Advisor Competency Standards (CACS) certification is preferred.

Responsibilities

• Proactively acquire new high-net-worth clients and nurture long-term relationships.
• Provide expert financial advice across investments, planning, credit, and banking services.
• Conduct regular client reviews to assess goals, risk profiles and changing circumstances.
• Monitor portfolios and prepare performance reports for clients.
• Ensure AML/KYC compliance and maintain accurate client records.
• Lead and coach the Client Advisor and collaborate with investment counsellors and planners.

Skills

Sales leadership

Client referral network

Education

Bachelor's degree or above in Business, Investment Banking, Accounting, Finance or equivalent

Job description

HL Bank is seeking a seasoned Client Acquisition and Relationship Management professional in Singapore to lead high-net-worth client engagement and holistic wealth advisory. You will partner with internal specialists to tailor investment, planning, and lending solutions while ensuring superior client satisfaction.

The role requires at least 5 years' experience in private banking/wealth management, strong leadership and client-network capabilities, and a commitment to compliance and ethical