Private Banking Relationship Management - Shanghai
OCBC Bank(5 months ago)
About this role
A Private Banking Relationship Manager responsible for managing and maintaining client asset portfolios while ensuring compliance and delivering high-quality wealth management advice. The role focuses on growing managed assets, acquiring new assets, and enhancing client satisfaction through tailored investment solutions and market insight. It supports the bank’s transformation and strategic ambition by collaborating across channels and participating in internal initiatives.
Required Skills
- Portfolio Management
- Wealth Advisory
- Relationship Management
- Client Acquisition
- Sales
- Compliance
- Risk Management
- Market Insight
- Customer Service
- Bilingual Communication
Qualifications
- Bachelor's Degree
- CFA Level I
- CFA
- CIIA
- CFP
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.
View more jobs at OCBC Bank →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at OCBC Bank
Similar Jobs
Private Banking Relationship Manager
WSFS Bank(1 month ago)
Relationship Manager, Premier Banking
RHB(3 months ago)
Relationship Manager, Premier Banking
RHB(2 months ago)
Senior Relationship Manager, Premier Banking
RHB(3 months ago)
WB Branch Relationship Manager
UOB(1 month ago)
Private Banking Relationship Manager
WSFS Bank(26 days ago)