PPC Client Advisor

OCBC Group; Johor Bahru; Presencial; MYR 490.000 - 980.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive base salary

Flexible benefits

Community initiatives

Learning and development opportunities

Wellbeing programs

Descripción de la vacante

OCBC Group is seeking a Private Banking Relationship Manager to build and maintain long-term relationships with high net worth individuals and families. You will deliver tailored financial solutions, conduct needs analyses, and collaborate with a team of investment, wealth planning, and credit specialists to grow the client portfolio.

Ideal candidates have 5+ years in private banking or wealth management, deep knowledge of markets and products, and excellent communication skills.

Formación

• Minimum 5 years of experience 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.

Responsabilidades

• Manage a portfolio of high net worth clients, building and maintaining strong relationships through regular communication and tailored financial solutions.
• Conduct financial needs analysis and develop comprehensive financial plans to help clients achieve their goals.
• Collaborate with investment specialists, wealth planners, and credit specialists to deliver integrated solutions.
• Identify and pursue new business opportunities, growing your portfolio and contributing to the growth of the private banking business.
• Stay up-to-date with market trends and developments to keep knowledge current.

Conocimientos

Relationship management

Financial analysis

Client communication

Wealth planning

Educación

Bachelor's degree in finance/economics/business

CFP or CFA desirable

Descripción del empleo

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.

Private Banking Relationship Management

Why Join Imagine building long-lasting relationships with high net worth individuals and families, helping them achieve their financial goals and aspirations. As a Private Banking Relationship Manager at OCBC, you'll have the opportunity to work with a diverse range of clients, providing tailored financial solutions and expert advice to help them grow their wealth.

How you succeed

To excel in this role, you'll need to take a client-centric approach, understanding the unique needs and goals of each individual and family. You'll work closely with our team of experts to develop and implement comprehensive financial plans, leveraging our range of products and services to deliver exceptional results.

What you do

• Manage a portfolio of high net worth clients, building and maintaining strong relationships through regular communication and tailored financial solutions
• Conduct financial needs analysis and develop comprehensive financial plans to help clients achieve their goals
• Collaborate with our team of experts, including investment specialists, wealth planners, and credit specialists, to deliver integrated financial solutions
• Identify and pursue new business opportunities, growing your portfolio and contributing to the growth of our private banking business
• Stay up-to-date with market trends and developments, ensuring that your knowledge and expertise are always current and relevant

Who you are

• A degree in a relevant field, such as finance, economics, or business
• At least 5 years of experience in private banking or wealth management, with a proven track record of building strong client relationships and delivering exceptional results
• Strong knowledge of financial markets, products, and services, including investment, credit, and wealth planning
• Excellent communication and interpersonal skills, with the ability to build trust and rapport with high net worth individuals and families
• Strong analytical and problem-solving skills, with the ability to think critically and creatively
• A professional certification, such as CFP or CFA, is highly desirable

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.

Let's build the bank we need for the future we want.

Find the best version of yourself in a friendly, supportive team. 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.

As the longest established bank in Singapore, formed in 1932 from the merger of three local banks, we have grown from strength to strength to become a regional financial services group. With a deep history in Asia, we offer the most comprehensive coverage across ASEAN and Greater China, complemented with a presence in the leading economies of New York, London and Sydney. We are the second largest financial services group in Southeast Asia by assets with one of the world's highest credit rating (Aa1 by Moody's and AA- by both Fitch and S&P). We offer private banking services through our wholly-owned subsidiary, Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals. Our insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia.