Banca Specialist (MGR)

OCBC Group; Singapore; On-site; SGD 120,000 - 200,000; Full time

Job summary

OCBC Bank is seeking a Banca Specialist (Manager) to oversee a portfolio of high net worth clients, delivering bespoke wealth-management solutions with a focus on investments and insurance. You will collaborate with internal specialists to tailor guidance and grow the client base, maintaining regulatory compliance and delivering exceptional service.

The role requires 5+ years in private banking or wealth management, a relevant degree, and professional certifications (CFP/CFA desirable).

Qualifications

• Bachelor's degree in finance, economics or business or equivalent professional qualification.
• Strong client-facing experience with high net worth individuals preferred.
• Solid understanding of investment, insurance and wealth-management products.

Responsibilities

• Manage a portfolio of high net worth clients and build lasting relationships.
• Provide tailored financial solutions and wealth-management advice.
• Collaborate with investment specialists to deliver comprehensive guidance.

Skills

Relationship management

Financial analysis

Wealth planning

Communication skills

Market knowledge

Education

Degree in Finance/Economics/Business

Tools

MS Excel

Job description

## Banca Specialist (MGR)Applyremote type: Onsitelocations: OCBC Singaporeposted on: Posted Todayjob requisition id: JR00004943# **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. 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. 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.