Client Advisor, Private Bank
14000 - 20000 SGDHL
Client Acquisition and Relationship Management
● Proactively identify and acquire new high-net-worth clients through effective networking, referrals, and business development initiatives.
● Cultivate and nurture long-term, trusted relationships with existing clients, serving as their primary point of contact for all financial needs.
● Conduct regular reviews with clients to assess their changing financial circumstances, goals, and risk profiles.
● Ensure a high level of client satisfaction and retention through personalized service and proactive engagement.
Financial Advisory and Solution Provision
● Conduct comprehensive financial needs assessments to understand clients' unique requirements, challenges, and aspirations.
● Provide expert advice on a wide range of private banking products and services, including:
○ Investment Management: Asset allocation, portfolio construction, equity, fixed income, alternative investments, and structured products.
○ Wealth Planning: Estate planning, succession planning, tax efficient strategies, and philanthropy.
○ Credit and Lending: Customized borrowing solutions, including mortgages, secured and unsecured loans.
○ Banking Services: Deposit solutions, foreign exchange, and treasury products.
● Collaborate with internal specialists (e.g., Investment Counsellors, Financial Planners, Credit Specialists) to deliver holistic and integrated wealth management solutions.
● Stay abreast of market trends, economic indicators, and regulatory changes to provide timely and relevant advice to clients.
Portfolio Management and Performance Monitoring
● Develop and implement tailored investment strategies that align with clients' risk tolerance and financial objectives.
● Regularly monitor and review client portfolios, making adjustments as necessary to optimize performance and mitigate risks.
● Prepare and present detailed reports on portfolio performance and market outlook to clients.
Risk Management and Compliance
● Ensure all client interactions and transactions comply with internal policies, regulatory guidelines, and ethical standards (e.g., AML, KYC).
● Maintain accurate and up-to-date client records and documentation.
● Act as a role model for business ownership and responsibility for risk management.
Team Collaboration and Business Growth
● Contribute to the overall profitability and growth targets of HLB Private Bank.
● Foster a collaborative environment within the team and with other departments to deliver the bank's overall value proposition to clients.
● Identify and pursue cross-selling opportunities within the existing client base.
Managerial (team/group responsibilities)
· Provide overall leadership, direction and coaching to the Client Advisor to achieve the agreed business and financial objectives
· Provide guidance and support on client engagement, investment solutions, credit structuring and business development
· Support the Client Advisor in managing key client relationships and developing strategic business opportunities.
· Provide appropriate oversight of the Client Advisor’s compliance with the bank’s policies, procedures, risk appetite and applicable regulatory requirements
· Identify and support the Client Advisor’s training, development and career progression needs
Education/ Qualification
- Bachelor’s degree holder and above in Business, Investment Banking, Accounting, Finance or equivalent.
Experience
- 5 years and above experience in private banking / wealth management
Special Skills
· Proven sales leadership and a robust client referral network
Certification/ Licensing Requirements
· Client Advisor Competency Standards (CACS)
7000 - 14000 SGD
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