Wealth Management Advisor for High-Net-Worth Clients

OCBC company; Kuala Lumpur; On-site; MYR 60,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Career development

Job summary

OCBC Bank Malaysia is seeking a Bancassurance Specialist to manage a portfolio of high net worth clients and provide wealth management solutions with tailored advice.

You will collaborate with investment specialists and financial planners to develop and implement strategies aligned with client goals, while building trusted, long-term relationships. This is an onsite role in Kuala Lumpur, offering a professional, client-focused environment within OCBC's wealth-management team.

Qualifications

• Degree in finance or economics.
• At least 5 years of wealth management experience.
• CFP or CFA is desirable.
• Excellent communication and interpersonal skills.

Responsibilities

• Manage a portfolio of high net worth clients with wealth management solutions.
• Develop and implement investment strategies aligned with client goals.
• Collaborate with investment specialists and financial planners.
• Stay updated on market trends to provide insights and recommendations.

Skills

Client relationships

Wealth management

Investment products

Communication

Education

Bachelor’s degree in finance/economics

Job description

OCBC Bank Malaysia is seeking a Bancassurance Specialist to manage a portfolio of high net worth clients and provide wealth management solutions with tailored advice.

You will collaborate with investment specialists and financial planners to develop and implement strategies aligned with client goals, while building trusted, long-term relationships. This is an onsite role in Kuala Lumpur, offering a professional, client-focused environment within OCBC's wealth-management team.