Banca Specialist (MGR)
OCBC is seeking a Banca Manager to manage a portfolio of high net worth clients in Singapore. The role involves conducting financial needs analysis, providing tailored wealth solutions, and collaborating with internal stakeholders to drive revenue. Candidates require at least five years of wealth management experience and a strong background in financial markets. This position offers a chance to build deep client relationships in a supportive financial services environment.
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Experience
5+ years
Function
Finance
Work mode
Onsite, Singapore
Company
Tier 2
What you will work on
OCBC is seeking a Banca Manager to manage a portfolio of high net worth clients in Singapore. The role involves conducting financial needs analysis, providing tailored wealth solutions, and collaborating with internal stakeholders to drive revenue. Candidates require at least five years of wealth management experience and a strong background in financial markets. This position offers a chance to build deep client relationships in a supportive financial services environment.
TAL's take
Solid role at a well-regarded regional financial institution with clear wealth management responsibilities.
Clear definition of client management and financial planning duties within a banking context.
Must haves
- Degree in finance, economics, or business
- At least 5 years of experience in private banking or wealth management
- Knowledge of financial markets, investment, insurance, and wealth management
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving skills
About the company
Established major regional bank in Singapore, but not a tech-first tier-1 organization.