PPC Client Advisor
OCBC Bank(4 months ago)
About this role
A Private Banking Relationship Manager at OCBC manages a portfolio of high net worth clients, providing tailored financial solutions and expert advice to help them achieve their financial goals. The role involves developing comprehensive financial plans, collaborating with specialists, and growing the client base in a customer-centric manner.
Required Skills
- Client Management
- Financial Planning
- Wealth Management
- Market Analysis
- Relationship Building
- Investment Products
- Credit Services
- Financial Analysis
- Client Advisory
- Portfolio Management
Qualifications
- Degree in Finance, Economics, or Business
- CFP or CFA Certification
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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