PRIVATE BANKER

OCBC Indonesia; Jakarta Pusat; On-site; IDR 900,000,000 - 1,600,000,000; Full time

Job summary

OCBC Indonesia is seeking a seasoned Private Banking Relationship Manager to serve ultra high-net-worth clients, building trusted partnerships and delivering bespoke wealth solutions. Your role includes growing assets and revenue, prospecting new relationships, and guiding clients through long-term financial planning while ensuring strict regulatory compliance.

Based in Jakarta or other major cities, you will collaborate with internal specialists to align strategies with clients'

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.
• Excellent communication and interpersonal skills to build lasting relationships.

Responsibilities

• Prospecting (ultra) high-net-worth individuals and securing new relationships to drive growth in Asset Under Management and Gross Revenue.
• Providing tailored financial and investment advice to clients after performing thorough requirement assessments.
• Managing day-to-day client requests and referring any non-private banking needs to the relevant departments within the Bank.
• Ensuring all transactions strictly comply with regulatory frameworks, guidelines, and the Bank’s policies and procedures.

Skills

Relationship management

Asset growth

Revenue generation

Communication skills

Interpersonal skills

Education

Bachelor’s degree

Job description

Position yourself as the definitive strategic partner for (ultra) high net worth individuals. Join OCBC to transcend conventional banking models, delivering bespoke wealth solutions that align with the complex, multi-generational goals of our most discerning clients.

How You Succeed

True success in private banking is measured by the depth of trust you cultivate. By mastering the nuances of your clients’ long-term financial ecosystems, you will drive organic, sustainable portfolio growth. Your ability to translate intricate financial needs into actionable, forward-looking strategies will be the cornerstone of your professional legacy.

What You Do

• Prospecting (ultra) high-net-worth individuals and securing new relationships to drive growth in Asset Under Management and Gross Revenue.
• Providing tailored financial and investment advice to clients after performing thorough requirement assessments.
• Managing day-to-day client requests and referring any non-private banking needs to the relevant departments within the Bank.
• Ensuring all transactions strictly comply with regulatory frameworks, guidelines, and the Bank’s policies and procedures.

Who You Are

• 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.
• Excellent communication and interpersonal skills to build lasting relationships.
• Willing to be located in Jakarta/ Surabaya/Medan/Bandung.

About OCBC:

At PT Bank OCBC NISP Tbk (OCBC), we don’t just serve customers, but we walk alongside them being a trusted partner to enrich the quality of their lives. Since 1941, we have been committed to helping individuals and businesses navigate their financial journey with solutions that grow alongside their evolving needs.

By combining deeply rooted Indonesian values with the comprehensive global capability of the OCBC Group, we offer meaningful, relevant financial services, from daily banking to long-term planning, all delivered with care, understanding, and responsibility.

We are always looking for bright, driven individuals who are curious, collaborative, and eager to grow. At OCBC, you will find a workplace that respects your journey, supports your development, and gives you space to contribute meaningfully–because your Opportunity Starts Here!

What We Offer

OCBC offers a competitive compensation & benefit, including a comprehensive suite of flexible benefits that fit your lifestyle and livelihood, community engagement programs, industry-leading learning, and professional development opportunities in the banking sector. We genuinely care about your well-being, growth, and aspirations−just as much as we care about our customers' needs. By joining our team, you will not only thrive personally and professionally but also contribute to become a Trusted Partner to Improve Quality of Life.