PPC Client Advisor - Johor Bahru

OCBC Group; Johor Bahru; On-site; MYR 120,000 - 240,000; Full time

Benefits offered by this job

Base salary

Flexible benefits

Community initiatives

Learning & development

Equal opportunity

Wellbeing & growth

Job summary

OCBC Group seeks a Private Banking Relationship Manager to manage a portfolio of high net worth clients, delivering tailored financial solutions and expert advice. You will collaborate with investment specialists and wealth planners to create comprehensive plans, grow the client base, and stay ahead of market trends.

The role emphasizes client-centric service, strong communication, and deep knowledge of financial products and markets to help clients achieve their wealth goals.

Qualifications

• A degree in finance, economics or business.
• At least 5 years 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 tailored financial solutions.
• Conduct financial needs analyses and develop comprehensive plans.
• Collaborate with investment specialists, wealth planners and credit specialists.
• Identify and pursue new business opportunities to grow the portfolio.
• Stay informed on market trends and developments.

Skills

High net worth client management

Financial analysis

Portfolio management

Communication

Education

Bachelor's degree in finance/economics/business

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.

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 Singapore bank, 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.