Senior Client Advisor - Private Bank

Hong Leong Bank Berhad; Singapore; On-site; SGD 180,000 - 260,000; Full time

Job summary

A leading regional financial services firm is seeking a Private Banker in Singapore to manage and grow a portfolio of high-net-worth clients. The role involves providing personalized investment strategies and wealth management services while ensuring compliance with regulatory standards. Candidates should have a Bachelor’s degree, 5-10 years' experience in private banking, and essential certifications. Join HL Bank Singapore to contribute to the growth of the Private Banking division.

Qualifications

• 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.

Responsibilities

• Manage a diversified portfolio of HNW and UHNW clients by delivering holistic wealth management solutions.
• Provide personalized investment advisory, asset allocation, and lending solutions.
• Deliver legacy planning and wealth distribution strategies.
• Conduct regular portfolio reviews and risk assessments.
• Strategising alongside Investment Counsellors to unlock portfolio growth.
• Reinventing wealth management solutions that resonate with clients.

Skills

Sales leadership

Referral network

Private banking knowledge

Education

Bachelor’s degree

CACS 1

CACS 2

Job description

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

The Private Banker is responsible for managing and growing a portfolio of high-net-worth and ultra-high-net-worth clients by providing tailored financial solutions and wealth management services. The role involves delivering bespoke investment strategies, lending solutions, and legacy planning while ensuring compliance with regulatory standards. The Private Banker collaborates with internal teams and external partners to offer holistic financial strategies, deepen client relationships, and contribute to the overall growth of the Private Banking division.

Job Responsibilities

• Manage a diversified portfolio of HNW and UHNW clients by delivering holistic wealth management solutions. Cultivating enduring relationships that transcend transactions.
• Provide personalized investment advisory, asset allocation, and lending solutions, including Lombard loans and cash-out loans against financial assets.
• Deliver legacy planning and wealth distribution strategies in collaboration with private trust personnel, offshore insurance brokers, tax advisors, and legal professionals.
• Conduct regular portfolio reviews and risk assessments to align with clients' financial goals and risk tolerance profiles.
• 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

Hong Leong Bank Berhad, with a distribution network of approximately 250 branches in Malaysia, is listed on Bursa Malaysia and is part of the Hong Leong Group Malaysia. We are a regional financial services company headquartered in Malaysia, with presence in Singapore, Hong Kong, Vietnam, Cambodia and China. The Bank is technology-focused and emphasizes the development of financial capabilities to serve its clients across the five geographies.

HL Bank Singapore, the Singapore branch of Hong Leong Bank Berhad operates under a Full Bank licence. We provide a comprehensive range of financial services to our business, retail and high networth customers through our 4 core business segments - Business & Corporate Banking, Personal Financial Services, Private Wealth Management and Global Markets.

Our focus is to provide an integrated approach to effectively meet our customers’ corporate and personal needs.

In HL Bank Singapore people are central to our success. We believe in the professional and personal development of our employees. Being one of Malaysia’s leading financial institutions and part of a large conglomerate, there will always be opportunities in advancing one's career. We open our doors to people who are customers’ centric, digitally inclined and want to grow their career with us.

Realise your full potential at HL Bank by applying now.