Affluent Client Services Advisor (Banking)

Affluent Client Service Manager (Banking)

About the Company

Our client is an established bank headquartered in Singapore with a strong regional presence across Asia. They serve affluent clients through a dedicated service proposition, backed by a team of highly trained professionals who keep the client experience consistent and high-quality.

The Opportunity

For affluent clients, the quality of service is a large part of what keeps them with a bank. As the primary service contact for these clients, you will build and sustain relationships that last, and your work will show up in the bank’s retention, deposit and portfolio quality results. This is a role for a service-minded banking professional who is as comfortable with compliance as with client conversations.

Our client is seeking a client service professional to manage, strengthen and sustain relationships with affluent banking clients. You will understand client needs, coordinate service resolutions, and make sure every interaction meets the bank’s service, operational and regulatory standards. The role enhances client satisfaction, supports retention efforts, contributes to business growth through mortgage cross-sell opportunities, and ensures full compliance with Know Your Customer (KYC) and Anti-Money Laundering (AML) requirements.

Responsibilities

• Serve as the primary service liaison for affluent clients, resolving queries efficiently and delivering consistently high service standards
• Coordinate with internal stakeholders to deliver seamless client experiences across operational, servicing and administrative touchpoints
• Provide timely and accurate information, addressing client needs in a professional and service-oriented manner
• Uphold Know Your Customer (KYC) and Anti-Money Laundering (AML) responsibilities
• Support business growth through mortgage cross-sell opportunities
• Contribute to key business metrics through service excellence, including: Client retention: executing retention strategies to minimise client attrition. Deposit growth: supporting deposit acquisition through trust-building and consistent servicing. Portfolio quality: uplifting the quality of the client portfolio through structured engagement and service governance

Requirements

• 3 to 8 years of relevant experience in banking, client servicing or relationship management, ideally within affluent or retail segments
• Strong understanding of banking processes, service operations and client-servicing frameworks
• Strong interpersonal, communication and coordination skills, with the ability to manage multiple client needs effectively with a service mindset
• Self-motivated, organised and committed to delivering service excellence

Preferred Qualifications

• Prior exposure to Anti-Money Laundering (AML) and Know Your Customer (KYC) or other regulatory processes within financial institutions

Core Competencies

• Client Relationship Management: ability to build and sustain professional client relationships
• Service Excellence: commitment to providing a superior service experience
• Operational Discipline: consistent adherence to policies, processes and regulatory requirements
• Stakeholder Management: effective coordination with internal teams to ensure service continuity
• Strategic Engagement: ability to develop, engage, execute and strategise to support client outcomes and business objectives

Why Join This Role

You will be the face of the bank for its affluent clients, and your service will shape whether they stay, grow their deposits and bring more of their banking over. The role gives you exposure to retention strategy, deposit growth and mortgage cross-sell within one portfolio, alongside a strong grounding in regulatory discipline. It suits someone who wants to build a career in affluent banking within an established, well-regarded institution.

Employment Details

Employment Type: Full-Time, Permanent

Location: Singapore

Experience Level: 3 to 8 Years