Market Head

OCBC; Kuala Lumpur; On-site; MYR 120,000 - 200,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Community initiatives

Professional development opportunities

Equal opportunity

Fair employment

Job summary

OCBC in Kuala Lumpur seeks an experienced Affluent - Private Banking Relationship Manager to build relationships with high net worth clients, conduct needs assessments, and tailor investment plans, delivering a full range of financial solutions.

The ideal candidate has a degree in finance or business, at least five years in private banking, solid investment product knowledge, and excellent communication to meet sales targets in a fast-paced environment.

Qualifications

• Bachelor's degree in finance or business or related field.
• 5+ years of experience in private banking or related field.
• Strong understanding of investment products and services.
• Excellent communication and interpersonal skills.
• Ability to work in a fast-paced environment and meet sales targets.
• Strong analytical and problem-solving skills.

Responsibilities

• Build and maintain relationships with high net worth individuals and families.
• Conduct financial needs assessments and develop tailored financial plans.
• Provide investment advice and portfolio management services.
• Collaborate with team of experts to deliver comprehensive financial solutions.
• Identify and pursue new business opportunities.

Skills

Excellent communication

Interpersonal skills

Analytical thinking

Problem solving

Sales targets

Education

Bachelor's degree in finance or business

A degree in finance or business

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.

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. Affluent - Private Banking Relationship Manager Why Join Imagine a career where you can make a real difference in people’s lives by helping them achieve their financial goals and aspirations.

What you do

Your day-to-day responsibilities will include:

• Building and maintaining relationships with high net worth individuals and families
• Conducting financial needs assessments and developing tailored financial plans
• Providing investment advice and portfolio management services
• Collaborating with our team of experts to deliver comprehensive financial solutions
• Identifying and pursuing new business opportunities

Who you are

• A degree in a relevant field, such as finance or business
• At least 5 years of experience in private banking or a related field
• Strong understanding of investment products and services
• Excellent communication and interpersonal skills
• Ability to work in a fast-paced environment and meet sales targets
• Strong analytical and problem-solving skills

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. 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.