OCBC Bank
The Client Advisor role at OCBC Malaysia involves building and maintaining long-lasting relationships with high net worth individuals and families to help them achieve their financial goals. The position requires conducting financial needs analysis, developing comprehensive financial plans, and collaborating with experts to deliver tailored wealth management solutions. This client-centric role focuses on growing the private banking portfolio through strategic relationship management and market expertise.
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.
34% below the average for this role