Banca Specialist (MGR)

OCBC; Singapore; On-site; SGD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive base salary

Holistic, flexible benefits

Learning and professional development opportunities

Job summary

OCBC is seeking a Banca Manager in Singapore to build long-term relationships with high net-worth clients by understanding their complex financial needs and providing tailored solutions. Responsibilities include managing a portfolio of clients, performing financial needs analysis, and collaborating with internal stakeholders. Candidates should have at least 5 years of relevant experience and a degree in finance or similar. Competitive salary and holistic benefits are offered.

Qualifications

• Degree in finance, economics, business or similar.
• At least 5 years of experience in a similar role, preferably in private banking or wealth management.
• Strong knowledge of financial markets, products and services.

Responsibilities

• Manage a portfolio of high‑net‑worth clients, building and maintaining relationships.
• Conduct financial needs analysis and provide tailored solutions.
• Collaborate with internal stakeholders to provide comprehensive advice.

Skills

Client relationship management

Financial analysis

Communication skills

Problem-solving skills

Knowledge of financial markets

Education

Degree in finance, economics, business or similar

Tools

CFP (Certified Financial Planner)

CFA (Chartered Financial Analyst)

Job description

About the Role

As a Banca Manager at OCBC, you will build long‑term relationships with high net‑worth clients, understanding their complex financial needs and providing tailored solutions.

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, including investment specialists and wealth planners, to provide comprehensive advice and guidance.
• Stay up‑to‑date with market trends and regulatory requirements to inform advice and guidance.
• Identify and pursue new business opportunities, growing your portfolio and contributing to the team's revenue targets.

Qualifications

• Degree in finance, economics, business or similar.
• At least 5 years of experience in a similar role, preferably in private banking or wealth management.
• Strong knowledge of financial markets, products and services.
• Excellent communication, interpersonal, analytical and problem‑solving skills.
• Professional certification (CFP, CFA, etc.) desirable.

What We Offer

• Competitive base salary.
• Holistic, flexible benefits.
• Community initiatives.
• Industry‑leading learning and professional development opportunities.
• Fair employment and equal opportunity.