Banca Advisor

As a Banca Advisor at OCBC, you will build long‑term relationships with high net worth clients, providing them with tailored wealth management solutions and delivering exceptional service.

Key Responsibilities

• Manage a portfolio of high net worth clients, providing wealth management solutions and advice.
• Develop and implement investment strategies that meet 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 clients.

Qualifications

• A degree in a relevant field, such as finance or economics.
• At least 5 years of experience in wealth management or a related field.
• Strong knowledge of investment products and wealth management stra...