Elite Private Banking Advisor

OCBC Group

Johor Bahru

On-site

MYR 120,000 - 240,000

Full time

6 days ago

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Benefits offered by this job

Base salary

Flexible benefits

Community initiatives

Learning & development

Equal opportunity

Wellbeing & growth

Job summary

OCBC Group seeks a Private Banking Relationship Manager to manage a portfolio of high net worth clients, delivering tailored financial solutions and expert advice. You will collaborate with investment specialists and wealth planners to create comprehensive plans, grow the client base, and stay ahead of market trends.

The role emphasizes client-centric service, strong communication, and deep knowledge of financial products and markets to help clients achieve their wealth goals.

Qualifications

A degree in finance, economics or business.
At least 5 years in private banking or wealth management.
Strong knowledge of financial markets, products and services.
Excellent communication and interpersonal skills.
Professional certification such as CFP or CFA is desirable.

Responsibilities

Manage a portfolio of high net worth clients with tailored financial solutions.
Conduct financial needs analyses and develop comprehensive plans.
Collaborate with investment specialists, wealth planners and credit specialists.
Identify and pursue new business opportunities to grow the portfolio.
Stay informed on market trends and developments.

Skills

High net worth client management

Financial analysis

Portfolio management

Communication

Education

Bachelor's degree in finance/economics/business

Tools

CRM software

Financial planning tools

Job description

The role emphasizes client-centric service, strong communication, and deep knowledge of financial products and markets to help clients achieve their wealth goals.

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