Senior Private Banking Relationship Manager

OCBC; Johor Bahru; On-site; MYR 382,000 - 573,000; Full time

Job summary

OCBC Private Banking in Singapore seeks a Relationship Manager to serve high net worth clients, delivering tailored wealth solutions and expert advisory to help grow their assets. You will work with investment specialists, wealth planners, and credit experts to develop comprehensive financial plans, identify new opportunities, and maintain strong client relationships. This role emphasizes client-centric service and ongoing learning in a dynamic market.

Qualifications

• A degree in 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 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 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.

Responsibilities

• Manage a portfolio of high net worth clients, building and maintaining relationships.
• 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, growing your portfolio.
• Stay up-to-date with market trends to keep knowledge current.

Job description

OCBC Private Banking in Singapore seeks a Relationship Manager to serve high net worth clients, delivering tailored wealth solutions and expert advisory to help grow their assets. You will work with investment specialists, wealth planners, and credit experts to develop comprehensive financial plans, identify new opportunities, and maintain strong client relationships. This role emphasizes client-centric service and ongoing learning in a dynamic market.