Bancassurance Specialist

OCBC; Kuala Lumpur; On-site; MYR 150,000 - 230,000; Full time

Benefits offered by this job

Competitive salary

Benefits package

Community initiatives

Professional development

Wellbeing and growth

Job summary

OCBC is seeking a Banca Advisor to manage a portfolio of high net worth clients, delivering wealth management solutions and tailored investment strategies. You will work closely with investment specialists and financial planners to implement client objectives and grow relationships.

The role requires a degree in finance or economics, 5+ years in wealth management, and desirable CFP/CFA certifications. You will operate in a client-centric environment with a focus on long-term value and market

Qualifications

• A degree in a relevant field, such as finance or economics.
• At least 5 years of experience in wealth management or a related field.
• A professional certification, such as CFP or CFA, is desirable.

Responsibilities

• Manage a portfolio of high net worth clients, providing wealth management solutions and advice.
• Develop and implement investment strategies that meet 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 clients.

Skills

Wealth management

Client relationship

Investment strategies

Financial planning

Market insights

Education

Finance/Economics degree

Job description

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.

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 Advisor

Why Join

Imagine 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 succeed

To 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 clients

Who 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 desirable

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.

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.

Equal opportunity.

Fair employment.

Selection based on ability and fit with our culture and values.