Overview

Onsite
OCBC Singapore
Full time
JR00001009

WHO WE ARE:

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, 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. But for all that change, our strategic ambition is consistently clear and bold, which is 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.

Why Join
Imagine being part of a team that helps high net worth individuals and families achieve their financial goals. As a Banca Advisor at OCBC, you’ll have the opportunity to build long-term relationships with clients and provide them with tailored wealth management solutions. You’ll be part of a team that is dedicated to delivering exceptional service and expertise.

How you succeed
To succeed in this role, you’ll need to take a client-centric approach, understanding their unique needs and goals. You’ll work closely with our team of experts to develop and implement wealth management strategies that meet our clients’ objectives. Building strong relationships and providing exceptional service will be key to your success.

What you do

  • Manage a portfolio of high networth clients, providing them with wealth management solutions and advice

  • Joint collaboration with Premier Banking Relationship Managers on client meetings

  • Develop and implement investment strategies that meet our clients’ objectives

  • Build and maintain relationships with clients, understanding their needs and goals

  • Collaborate with our team of experts, including investment specialists and financial planners

  • Stay up-to-date with market trends and developments, providing insights and advice to our client

  • Conduct continuing education for Relationship Managers on high networth insurance products, as well as financial planning and legacy planning concepts

Who you are

  • An accredited degree in Banking and Finance or equivalent 

  • Candidate should have at least 5 years of relevant experience 

  • The candidate must have experience in the Bancassurance space, especially in high networth products like Universal Life

  • Ideally candidate should have good appreciation of the investment climate to better advice on financing as part of client’s portfolio

  • Strong passion in training and coaching in the areas of financial planning as well as legacy planning concepts

  • Candidate should ideally be mature, confident, and able to play a meaningful role in client meetings

  • Excellent communication, strong interpersonal skills with ability to work collaboratively across the organization

  • Strong analytical mind

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. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

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About OCBC Bank

OCBC is the longest established Singapore bank, formed in 1932 from the merger of three local banks, the oldest of which was founded in 1912. It is now the second largest financial services group in Southeast Asia by assets and one of the world’s most highly-rated banks, with an Aa1 rating from Moody’s. Recognised for its financial strength and stability, OCBC is consistently ranked among the World’s Top 50 Safest Banks by Global Finance and has been named Best Managed Bank in Singapore by The Asian Banker.

OCBC and its subsidiaries offer a broad array of commercial banking, specialist financial and wealth management services, ranging from consumer, corporate, investment, private and transaction banking to treasury, insurance, asset management and stockbroking services.

OCBC’s key markets are Singapore, Malaysia, Indonesia and Greater China. It has more than 570 branches and representative offices in 19 countries and regions. These include about 300 branches and offices in Indonesia under subsidiary Bank OCBC NISP, and over 90 branches and offices in Mainland China, Hong Kong SAR and Macau SAR under OCBC Wing Hang.

OCBC’s private banking services are provided by its wholly-owned subsidiary Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals.

OCBC's insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia. Its asset management subsidiary, Lion Global Investors, is one of the largest private sector asset management companies in Southeast Asia.