OCBC Bank
A Banca Advisor at OCBC manages a portfolio of high net worth clients, providing tailored wealth management solutions and investment strategies. The role involves collaborating with internal experts and insurance service providers to drive sales, ensure compliance, and resolve client issues while maintaining strong relationships.
OCBC Credit offers various loan products, from tax loan, instalment loan to revolving credit and mortgage loan. Learn more.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for OCBC Bank.
OCBC Bank didn’t post a salary, so this is our estimate from similar listings.
20% below the average for this role
Banca Advisor
OCBC Bank
Banca Advisor/Counsellor
OCBC Bank
Developing Investment Advisor - Vancouver, Richmond & Coquitlam
TD Bank
Senior Portfolio Advisor, Wealth Management
Northern Trust
Private Wealth Advisor
OHSU (Oregon Health & Science University)
Financial Wealth Advisor
Talent Solutions Engineered for Today