Client Service Officer, Private Bank

Define your future at HL Bank Singapore

Functional (job responsibilities):

Support the team by providing administration duties such as:

• Ensuring account opening forms are in order, initiate and/or follow up on account opening documents and/or any other documents relating to PB transactions as well as interface with clients to ensure completeness of documentation;
• Ensuring efficient and prompt management of orders, execution of transactions (eg equity, FX, bonds, investment products)
• Communicate and respond in a timely fashion with internal stakeholders to support clients’ requirements 
• Establish credit facilities for clients and provide monitoring support on account shortfall

Provide necessary information and support to:

• RMs and Product Specialists to ensure transactions for clients are carried out properly; and 
• RMs so that they have sufficient information to manage relationships effectively.

- Provide necessary PWM UAT support during system upgrades as well as process improvement as and when required.

- Ensure that all legal & compliance guidelines are adhered to, working with back office to minimize operational errors.  Work with manager to ensure the team complies with Bank and regulatory requirements.

Managerial (team/group responsibilities)

• To provide guidance and knowledge sharing to new team members

Organizational (organizational responsibilities) including Strategic Cost Management and Financial Goals

• To carry out any other duties as directed by Company Management.

Education/Qualification

·        Diploma or Degree holder

·        CACS (Client Advisor Competency Standards) Paper 1 and 2

Experience/Requirements

• Minimally 5-7 years’ working experience, preferably in private banking

About HL Bank Singapore
HL Bank Singapore is the Singapore branch of Hong Leong Bank, a premier regional financial services leader headquartered in Malaysia with a rich heritage of over 120 years. Listed on Bursa Malaysia and a key member of the extensive Hong Leong Group, we operate a robust network of approximately 250 branches across Malaysia, with a strategic regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.

As a Full Bank in Singapore, we serve as a vital hub for the Group’s regional ambitions. A cornerstone of this strategy is our sophisticated "advisory-first" wealth proposition through HLB Private Bank and HLB Priority. By combining our deep Asian market roots with a landmark strategic alliance with Swiss private bank Lombard Odier, we provide world-class wealth architecture and bespoke solutions for our clients.

Beyond our wealth focus, we deliver excellence through four core business pillars: Business & Corporate Banking, Personal Financial Services, Private Wealth Management, and Global Markets. This "Integrated Approach" allows our talent to collaborate seamlessly across segments, ensuring we effectively meet the multifaceted needs of high-net-worth individuals, business founders, and corporate enterprises alike.

At HL Bank Singapore, our people are central to our success, and as a recognized Human Capital Partner (HCP) by TAFEP, we are committed to progressive workplace practices and your professional development. We seek digitally inclined, customer-centric performers who thrive in a technology-focused environment, where we empower our teams with AI-enhanced tools and next-generation platforms to lead the industry. As part of a large, diversified conglomerate, we offer unrivaled opportunities to explore new grounds and build a challenging career path within a rapidly expanding regional landscape. Join us to be part of a proven value-creation story and shape the future of your own story at HL Bank Singapore.