Bancassurance Specialist

OCBC company; Kuala Lumpur; On-site; MYR 60,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Career development

Job summary

OCBC Bank Malaysia is seeking a Bancassurance Specialist to manage a portfolio of high net worth clients and provide wealth management solutions with tailored advice.

You will collaborate with investment specialists and financial planners to develop and implement strategies aligned with client goals, while building trusted, long-term relationships. This is an onsite role in Kuala Lumpur, offering a professional, client-focused environment within OCBC's wealth-management team.

Qualifications

• Degree in finance or economics.
• At least 5 years of wealth management experience.
• CFP or CFA is desirable.
• Excellent communication and interpersonal skills.

Responsibilities

• Manage a portfolio of high net worth clients with wealth management solutions.
• Develop and implement investment strategies aligned with client goals.
• Collaborate with investment specialists and financial planners.
• Stay updated on market trends to provide insights and recommendations.

Skills

Client relationships

Wealth management

Investment products

Communication

Education

Bachelor’s degree in finance/economics

Job description

## Bancassurance SpecialistApply: Onsite: OCBC Malaysia, KL Main: Full time: Posted Today: JR00010865# **WHO WE ARE:**As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires. Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future. We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.Your Opportunity Starts Here.# This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager.Banca AdvisorWhy JoinImagine being part of a team that helps high net worth individuals and families achieve their financial goals. As a Banca Advisor at OCBC, you'll have the opportunity to build long-term relationships with clients and provide them with tailored wealth management solutions. You'll be part of a team that is dedicated to delivering exceptional service and expertise.How you succeedTo succeed in this role, you'll need to take a client-centric approach, understanding their unique needs and goals. You'll work closely with our team of experts to develop and implement wealth management strategies that meet our clients' objectives. Building strong relationships and providing exceptional service will be key to your success.What you do- Manage a portfolio of high net worth clients, providing them with wealth management solutions and advice- Develop and implement investment strategies that meet our clients' objectives- Build and maintain relationships with clients, understanding their needs and goals- Collaborate with our team of experts, including investment specialists and financial planners- Stay up-to-date with market trends and developments, providing insights and advice to our clientsWho you are- A degree in a relevant field, such as finance or economics- At least 5 years of experience in wealth management or a related field- Strong knowledge of investment products and wealth management strategies- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients- A strong understanding of the financial services industry and market trends- A professional certification, such as CFP or CFA, is desirableWho we areAs Singapore's longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.Today, we're on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation.But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia's leading financial services partner for a sustainable future.We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here.What we offerCompetitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Equal opportunity. Fair employment. Selection based on ability and fit with our culture and values. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.# # # **What we offer:**Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.### Collaboration & Teamwork*If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!*