Job Description
About the Role
As a Banca Manager at OCBC, you will build long‑term relationships with high net‑worth clients, understanding their complex financial needs and providing tailored solutions.
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, including investment specialists and wealth planners, to provide comprehensive advice and guidance.
- Stay up‑to‑date with market trends and regulatory requirements to inform advice and guidance.
- Identify and pursue new business opportunities, growing your portfolio and contributing to the team's revenue targets.
Qualifications
- Degree in finance, economics, business or similar.