Relationship Manager (Thailand)

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

Job summary

A leading financial institution in Singapore is seeking a Private Banking professional to manage high net worth clients. The role involves understanding clients' financial needs and providing tailored solutions. Candidates should have at least 5 years of relevant experience and strong communication skills. Competitive salary and holistic benefits offered.

Benefits

Competitive base salary

Flexible benefits

Professional development opportunities

Qualifications

• At least 5 years of experience in private banking or wealth management.
• Professional certifications, such as CFA or CFP, are an asset.

Responsibilities

• Manage a portfolio of high net worth clients.
• Provide personalized financial solutions and advice.
• Develop and maintain strong relationships with clients.
• Collaborate with internal stakeholders for client needs.
• Stay updated with market trends and regulatory changes.

Skills

Strong understanding of investment products

Wealth planning

Excellent communication and interpersonal skills

Analytical and problem-solving skills

Education

Degree in finance, economics, or business

Job description

At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group's global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today!

Bank of Singapore opens doors to new opportunities.!

This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager.

High Net Worth - Private Banking

Why Join

Imagine a career where you can make a real difference in the lives of high net worth individuals and families. As a Private Banking professional at OCBC, you'll have the opportunity to build long-term relationships with clients, understand their unique needs, and provide tailored financial solutions to help them achieve their goals.

How you succeed

To excel in this role, you'll need to take a holistic approach to understanding your clients' financial situations, goals, and aspirations. This involves building strong relationships, identifying opportunities, and providing expert advice on investment, wealth planning, and other financial matters. Your ability to think strategically, communicate effectively, and work collaboratively with internal stakeholders will be key to your success.

What you do

• Manage a portfolio of high net worth clients, providing personalized financial solutions and advice
• Develop and maintain strong relationships with clients, understanding their financial goals and aspirations
• Identify opportunities to provide investment, wealth planning, and other financial services to clients
• Collaborate with internal stakeholders, including investment specialists, wealth planners, and other experts
• Stay up-to-date with market trends, regulatory changes, and other factors that may impact clients' financial situations

Who you are

• A degree in a relevant field, such as finance, economics, or business
• At least 5 years of experience in private banking, wealth management, or a related field
• Strong understanding of investment products, wealth planning, and other financial services
• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients
• Strong analytical and problem-solving skills, with the ability to think strategically and make informed decisions
• Professional certifications, such as CFA or CFP, are an asset

Who we are

As Singapore's longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. By taking the time to truly understand people, 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. Our strategic ambition is clear and bold: 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.