Offshore Wealth Premier Manager – Indonesia

OCBC Group

Singapore

On-site

SGD 120,000 - 180,000

Full time

14 days+
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Job summary

OCBC Group in Singapore is seeking an experienced IW Premier Manager for the Indonesia Market. You will manage a portfolio of high-net-worth offshore clients and deliver bespoke financial solutions, working with investment, insurance, and wealth management teams.

The role requires at least 5 years in private banking or wealth management, excellent communication, and a proactive approach to regulatory changes and market trends to provide best-in-class advice to clients.

Qualifications

  • Degree in finance, business, or economics.
  • Minimum 5 years of experience in private banking or wealth management.
  • Knowledge of financial markets, products, and services.
  • Strong communication and relationship-building with high net worth clients.

Responsibilities

  • Manage a portfolio of high net worth offshore clients and provide bespoke financial solutions.
  • Build and maintain strong relationships with clients and deliver tailored solutions with internal teams.
  • Stay up-to-date with market trends and regulatory requirements to provide best-in-class advice.
  • Collaborate with internal teams including investment, insurance, and wealth management to deliver comprehensive financial solutions.
  • Identify opportunities to grow offshore business by developing and implementing growth strategies.

Skills

Communication skills
Interpersonal skills
Analytical thinking
Private banking knowledge

Education

Finance/Business/Economics degree

Job description

OCBC Group in Singapore is seeking an experienced IW Premier Manager for the Indonesia Market. You will manage a portfolio of high-net-worth offshore clients and deliver bespoke financial solutions, working with investment, insurance, and wealth management teams.

The role requires at least 5 years in private banking or wealth management, excellent communication, and a proactive approach to regulatory changes and market trends to provide best-in-class advice to clients.

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