PPC Client Advisor

OCBC Group; Kuala Lumpur; On-site; MYR 120,000 - 180,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Learning opportunities and development

Job summary

OCBC Malaysia’s private banking team seeks a Client Advisor to manage a portfolio of high net worth clients, providing tailored financial solutions and expert advice to grow wealth. You will work with investment specialists, wealth planners and credit experts to deliver integrated strategies.

The role requires a degree in finance/economics/business, at least 5 years in private banking or wealth management, and strong communication and analytical skills. CFP/CFA is highly desirable.

Qualifications

• Degree in finance, economics or business.
• At least 5 years of experience in private banking or wealth management.
• CFP or CFA certification is highly desirable.

Responsibilities

• Manage a portfolio of high net worth clients, building and maintaining relationships with tailored financial solutions.
• Conduct financial needs analysis and develop comprehensive financial plans.
• Collaborate with investment specialists, wealth planners, and credit specialists to deliver integrated solutions.
• Identify and pursue new business opportunities to grow the private banking portfolio.
• Stay up-to-date with market trends to keep knowledge current.

Skills

Client relationships

Financial markets knowledge

Communication skills

Analytical skills

Education

Bachelor's degree in finance/economics/business

Job description

## PPC Client AdvisorApply: Onsite: OCBC Malaysia, Bangsar: Full time: Posted Today: JR00006881# **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. Client Advisor 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 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. 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.