Private Wealth Advisor: Relationship & Portfolio Strategy

Hong Leong Bank

Singapore

On-site

SGD 120,000 - 180,000

Full time

12 days ago

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Job summary

HL Bank Singapore is seeking a Client Advisor to proactively identify and acquire new high-net-worth clients while maintaining strong relationships with existing clients. You will provide comprehensive financial advisory across private banking products, collaborate with specialists to deliver integrated wealth solutions, and stay updated on market developments to offer timely guidance.

The role emphasizes client-centric service, risk management, and cross-selling opportunities to drive growth

Qualifications

Proactively identify and acquire new high-net-worth clients through networking, referrals, and business development initiatives.
Provide expert advice on a wide range of private banking products and services.
Collaborate with internal specialists to deliver holistic wealth management solutions.
Stay abreast of market trends, economic indicators, and regulatory changes to provide timely advice.

Responsibilities

Cultivate and nurture long-term relationships with existing clients.
Conduct regular reviews to assess clients’ financial circumstances, goals and risk profiles.
Develop and implement tailored investment strategies aligned with client risk tolerance.
Regularly monitor portfolios and present performance and outlook reports.
Ensure AML/KYC compliance and maintain client records.