Banca Specialist (MGR)
OCBC Bank(2 months ago)
About this role
A Banca Manager at OCBC is a wealth management professional responsible for serving high net worth clients and delivering tailored financial advice across investments and insurance. The role focuses on understanding clients' complex financial needs, working with specialists, and supporting the bank's strategic growth and transformation in Asia. This position is based in Singapore at a long-established bank emphasizing client-centric service and professional development.
Required Skills
- Relationship Management
- Financial Analysis
- Wealth Management
- Investment Advice
- Insurance Knowledge
- Client Acquisition
- Communication
- Stakeholder Collaboration
- Market Awareness
- Problem Solving
Qualifications
- Bachelor's Degree (Finance/Economics/Business)
- CFP
- CFA
About OCBC Bank
ocbc.comDiscover a world of financial services with OCBC, the best trusted and established Singapore bank. Explore our range of banking solutions today.
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