Elite Private Banking Advisor for UHNW Clients

OCBC Indonesia; Jakarta Utara; On-site; IDR 600,000,000 - 1,500,000,000; Full time

Job summary

OCBC Indonesia is seeking an experienced Private Banking Relationship Manager to lead engagements with ultra high-net-worth clients. You will grow assets under management while delivering bespoke wealth solutions and maintaining rigorous regulatory compliance.

Applicants should have a bachelor’s degree and 8+ years in banking, with a proven ability to expand client portfolios and build lasting relationships across Jakarta, Surabaya, Medan, and Bandung.

Qualifications

• Bachelor’s degree with 8+ years of experience in the banking and financial industry.
• Strong background in Private Banking relationship management is preferred.
• Proven track record in driving asset growth and revenue generation.

Responsibilities

• Prospecting ultra high-net-worth individuals and securing new relationships to drive growth in AUM and revenue.
• Providing tailored financial and investment advice after thorough requirement assessments.
• Managing day-to-day client requests and coordinating with other bank departments as needed.
• Ensuring all transactions comply with regulatory frameworks and bank policies.

Skills

Private Banking relationship mgmt

Asset growth

Excellent communication

Client relationship building

Education

Bachelor’s degree

Job description

OCBC Indonesia is seeking an experienced Private Banking Relationship Manager to lead engagements with ultra high-net-worth clients. You will grow assets under management while delivering bespoke wealth solutions and maintaining rigorous regulatory compliance.

Applicants should have a bachelor’s degree and 8+ years in banking, with a proven ability to expand client portfolios and build lasting relationships across Jakarta, Surabaya, Medan, and Bandung.