Banca Specialist (MGR)

OCBC Bank; Singapore; On-site; SGD 150,000 - 230,000; Full time

Benefits offered by this job

Competitive salary

Flexible benefits

Community initiatives

Professional development

Job summary

OCBC Bank in Singapore seeks a Banca Manager to manage a high net worth client portfolio, delivering bespoke financial solutions across investments, insurance, and wealth planning. You will collaborate with investment specialists and wealth planners, maintaining relationships through regular meetings and market insights.

The role requires a degree in finance/economics/business with 5+ years in private banking or wealth management, strong communication skills, and knowledge of financial markets.

Qualifications

• A degree in finance, economics, or business.
• At least 5 years of experience in a private banking or wealth management role.
• 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, building and maintaining relationships through regular meetings and communication.
• Conduct financial needs analysis and provide tailored solutions, including investment, insurance, and wealth management products.
• Collaborate with internal stakeholders to provide comprehensive advice and guidance.
• Stay up-to-date with market trends and regulatory requirements to inform advice.
• Identify and pursue new business opportunities, growing your portfolio and revenue targets.

Skills

Strong communication

Interpersonal skills

Analytical skills

Problem-solving

Education

Degree in finance/economics/business

CFP or CFA desirable

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.

Banca Management

Why Join As a Banca Manager at OCBC, you'll have the opportunity to build long-term relationships with our high net worth clients, understanding their complex financial needs and providing tailored solutions to help them achieve their goals. You'll be part of a team that values collaboration, innovation, and exceptional customer service.

How you succeed

To excel in this role, you'll need to take a holistic approach to understanding our clients' needs, leveraging your knowledge of our products and services to provide bespoke solutions. You'll also need to stay up-to-date with market trends and regulatory requirements, using this insight to inform your advice and guidance.

What you do

• Manage a portfolio of high net worth clients, building and maintaining relationships through regular meetings and communication
• Conduct financial needs analysis and provide tailored solutions, including investment, insurance, and wealth management products
• Collaborate with internal stakeholders, including investment specialists and wealth planners, to provide comprehensive advice and guidance
• Stay up-to-date with market trends and regulatory requirements, using this insight to inform your advice and guidance
• Identify and pursue new business opportunities, growing your portfolio and contributing to the team's revenue targets

Who you are

• A degree in a relevant field, such as finance, economics, or business
• At least 5 years of experience in a similar role, preferably in a private banking or wealth management environment
• Strong knowledge of financial markets, products, and services, including investment, insurance, and wealth management
• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders
• Strong analytical and problem-solving skills, with the ability to provide bespoke solutions to complex financial needs
• A professional certification, such as CFP or CFA, is 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.

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.

Introduction

Lets 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

Company Overview

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.