PPC Client Advisor

OCBC; Malacca City; On-site; MYR 90,000 - 140,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Professional development opportunities

Equal opportunity

Job summary

OCBC Bank Malaysia is seeking a Private Banking Relationship Manager to serve high net worth clients with tailored financial solutions and proactive relationship management.

You will conduct needs analyses, develop comprehensive plans, and collaborate with investment specialists and wealth planners to deliver integrated solutions while growing the portfolio and staying current on market trends.

Qualifications

• A degree in finance, economics, or business.
• At least 5 years 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.

Responsibilities

• Manage a portfolio of high net worth clients with regular communication and tailored financial solutions.
• Conduct financial needs analysis and develop comprehensive financial plans.
• 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.

Skills

Relationship management

Private banking

Wealth planning

Financial analysis

Client communication

Education

Bachelor’s degree in finance or related field

CFP/CFA certification

Tools

CRM software

Financial planning tools

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.

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

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.

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.