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.