About this role
Manage a portfolio of high net worth clients by providing personalized financial solutions and expert investment advice. Collaborate with internal specialists to develop tailored wealth planning strategies and maintain strong client relationships.
Requires a degree in finance, economics, or business with at least 5 years of experience in private banking or wealth management. Strong knowledge of investment products and professional certifications like CFA or CFP are highly valued.
What they're looking for
Portfolio ManagementWealth PlanningInvestment AdviceRelationship ManagementFinancial AnalysisStrategic ThinkingInterpersonal CommunicationProblem Solving
Frequently asked questions
What does a Relationship Manager at OCBC do?
Manage a portfolio of high net worth clients by providing personalized financial solutions and expert investment advice. Collaborate with internal specialists to develop tailored wealth planning strategies and maintain strong client relationships. Requires a degree in finance, economics, or business…
What skills does this Relationship Manager role need?
Key skills for this role include Portfolio Management, Wealth Planning, Investment Advice, Relationship Management, Financial Analysis, Strategic Thinking.
How much does a Relationship Manager at OCBC pay?
The employer did not list a salary for this role. Most similar Singapore roles publish their band on the job page.
Is this Relationship Manager role remote, hybrid, or on-site?
This role is on-site, based in Singapore.
How do I apply for this Relationship Manager role?
You can apply directly on OCBC's careers page. ApplyLah can tailor your résumé and cover letter to this exact role in seconds first.