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Personal Banker

External
hlb logoHlb · Singapore
Full-timeOn-siteToday
ComplianceDocumentation
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Requirements

  • Proven sales track record with 3 to 5 years of experience in a dedicated client relationship role managing high net-worth/ affluent individual clients.
  • Special Skills
  • Highly driven and motivated individual
  • Possess strong networking skills
  • Effective interpersonal and communication skills
  • Ability to engage mandarin-speaking clients is an advantage
  • Certification/Licensing Requirements
  • Relevant CMFAS certification
  • About HL Bank Singapore

Additional Information

Define your future at HL Bank Singapore Functional (job responsibilities) Actively prospect and onboard new clients. Manage existing clients and enhance client relationships. Achieve agreed financial targets by building and strengthening relationships with clients, and closely managing clients' portfolio with the aim to maximise growth and profitability. Collaborate closely with internal and external stakeholders to deliver a total banking proposition and/or relevant solution(s) to meet clients' financial needs. Ensure activities are carried out in full compliance including complying with the department's standard operating procedures, the Bank's policies, processes and regulatory requirements. Handle the end-to-end account opening/ onboarding documentation, conduct and/or review the required KYCs in a timely manner. Organizational (organizational responsibilities) Carry out any other duties as directed by the Management from time to time. Education/Qualification Bachelor's Degree or equivalent, preferably in Banking & Finance.


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