Senior Private Banking Relationship Manager

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

Job summary

HL Bank Singapore seeks a Client Advisor to acquire and manage high-net-worth clients, acting as the main contact for their financial needs. You will deliver comprehensive private banking advice across investments, planning, credit, and banking services, collaborating with internal specialists to offer holistic wealth solutions.

You will monitor portfolios, review performance, and adjust strategies to optimize outcomes while ensuring AML/KYC compliance and accurate client records.

Qualifications

• Experience in private banking or wealth management.
• Strong client relationship and communication skills.
• Ability to tailor financial solutions to high-net-worth clients.

Responsibilities

• Identify and acquire new high-net-worth clients through networking, referrals, and business development.
• Serve as primary contact for clients, maintaining long-term relationships and addressing financial needs.
• Conduct regular reviews to assess client goals, risk profiles, and changing circumstances.
• Provide expert advisory across private banking products: investments, planning, credit, and banking services.
• Collaborate with internal specialists to deliver holistic wealth management solutions.
• Monitor portfolios, present performance reports, and adjust strategies to manage risk and achieve objectives.
• Ensure compliance with AML/KYC and internal policies; maintain accurate client records.
• Identify cross-selling opportunities to grow client relationships and drive bank profitability.

Skills

Client acquisition

Relationship management

Financial advisory

Portfolio management

Regulatory compliance

Job description

HL Bank Singapore seeks a Client Advisor to acquire and manage high-net-worth clients, acting as the main contact for their financial needs. You will deliver comprehensive private banking advice across investments, planning, credit, and banking services, collaborating with internal specialists to offer holistic wealth solutions.

You will monitor portfolios, review performance, and adjust strategies to optimize outcomes while ensuring AML/KYC compliance and accurate client records.