PPC Client Advisor

OCBC Bank (Malaysia) Berhad; West Coast Division; Sur place; MYR 120 000 - 180 000; Plein temps

Résumé du poste

OCBC Bank invites experienced Private Banking Relationship Managers to join our team in Malaysia. You will manage a portfolio of high-net-worth clients, building lasting relationships and delivering tailored financial solutions.

You'll conduct financial needs analyses, develop comprehensive plans, and work with investment specialists to grow client wealth. A degree in finance/economics/business and 5+ years' experience are expected; CFP/CFA desirable. Location: Malaysia, on-site role.

Qualifications

• 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.
• 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 with high net worth individuals and families.
• Strong analytical and problem-solving skills with critical and creative thinking.
• Professional certification such as CFP or CFA is highly desirable.

Responsabilités

• 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 financial 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.

Connaissances

Client relationship management

Communication skills

Interpersonal skills

Analytical thinking

Problem-solving

Formation

Finance/Economics/Business degree

Description du poste

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.

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.

Unlock job insights

Hirer responsiveness Salary match Number of applicants

OCBC Bank, is the longest established Singapore bank, formed in 1932 from the merger of three local banks, the oldest of which was founded in 1912. It is now the second largest financial services group in Southest Asia by assets and one of the world’s most high-rated banks, with an Aa1 rating from Moody’s. It is also ranked by Bloomberg Markets as the world’s strongest bank.

OCBC Bank and its subsidiaries offer a broad array of specialist financial services, ranging from consumer, corporate, investment, private and transaction banking to treasury, insurance, asset management and stockbroking services.

OCBC Bank’s key markets are Singapore’s Malaysia, Indonesia and Greater China. It has a network of over 600 branches and representative offices in 18 countries and territories, including more than 330 branches and offices in Indonesia that are operated by its subsidiary, Bank OCBC NISP

OCBC Bank’s insurance subsidiary, Great Eastern Holdings, is the largest Insurance group in Singapore and Malaysia by assets. Its asset management subsidiary, Lion Group Investor, is one of the largest private sector asset management companies in Southest Asia. Private Banking services are provided by subsidiary Bank of Singapore, which continued to gain industry recognition in 2011 including being voted ‘Outstanding Private Bank in Asia Pacific’ by Private Banker international

After being actively involved in offering Islamic banking products and services since 1995, OCBC Bank launched its wholly-owned Islamic banking subsidiary, OCBC Al-Amin Bank Berhad, on 1 December 2008. OCBC Al-Amin offers products and services which are developed based on the applicable Shariah contract and with the endorsement of the Shariah Advisory Committee to meet the requirements of both Muslims and non-Muslims alike.

OCBC Bank, is the longest established Singapore bank, formed in 1932 from the merger of three local banks, the oldest of which was founded in 1912. It is now the second largest financial services group in Southest Asia by assets and one of the world’s most high-rated banks, with an Aa1 rating from Moody’s. It is also ranked by Bloomberg Markets as the world’s strongest bank.

OCBC Bank and its subsidiaries offer a broad array of specialist financial services, ranging from consumer, corporate, investment, private and transaction banking to treasury, insurance, asset management and stockbroking services.

OCBC Bank’s key markets are Singapore’s Malaysia, Indonesia and Greater China. It has a network of over 600 branches and representative offices in 18 countries and territories, including more than 330 branches and offices in Indonesia that are operated by its subsidiary, Bank OCBC NISP

OCBC Bank’s insurance subsidiary, Great Eastern Holdings, is the largest Insurance group in Singapore and Malaysia by assets. Its asset management subsidiary, Lion Group Investor, is one of the largest private sector asset management companies in Southest Asia. Private Banking services are provided by subsidiary Bank of Singapore, which continued to gain industry recognition in 2011 including being voted ‘Outstanding Private Bank in Asia Pacific’ by Private Banker international

After being actively involved in offering Islamic banking products and services since 1995, OCBC Bank launched its wholly-owned Islamic banking subsidiary, OCBC Al-Amin Bank Berhad, on 1 December 2008. OCBC Al-Amin offers products and services which are developed based on the applicable Shariah contract and with the endorsement of the Shariah Advisory Committee to meet the requirements of both Muslims and non-Muslims alike.