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.
Job Summary:
Delivering exceptional client service, managing high-net-worth portfolios, and providing tailored financial solutions to enhance client satisfaction and drive business growth.
What you will be doing:
Act as the primary trusted advisor for high-net-worth customers, delivering holistic financial solutions covering wealth accumulation, preservation, and succession planning.
Achieving agreed financial and non-financial KPIs, including fee income, AUM expansion, increased product holdings per client, acquisition and retention of target clients, and improvement in service standards.
Proactively manage a defined HNW client portfolio, conducting regular reviews to identify cross-sell or up-sell opportunities aligned with client’s needs and risk profiles.
Adhere to internal controls standards and ensure full compliance with regulatory requirements.
What we are looking for:
University degree in Finance, Economics or related disciplines
Qualifications of HKSI & IIQE are required
Minimum 8 years’ experience in handling affluent customers
Good command of MS Office and computer skills.
Preferably with CFA or CFP qualifications
Possess qualifications of ECF-RWM would be an advantage
Strong sales driven and result-oriented
Proficiency in both written and spoken English, Chinese and Putonghua
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.
Skills Required
- University degree in Finance, Economics or related disciplines
- Qualifications of HKSI & IIQE
- Minimum 8 years' experience in handling affluent customers
- Preferably with CFA or CFP qualifications
- Possess qualifications of ECF-RWM
What We Do
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.
