Private Banking Specialist for High-Net-Worth Clients

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

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).