Private Banking Specialist for High Net Worth

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

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.