Private Banking Relationship Management, Shenzhen
OCBC Bank(9 months ago)
About this role
A Private Banking Relationship Manager at OCBC serves high-net-worth clients, focusing on preserving and growing client wealth through tailored investment solutions and market insights. The role is part of the bank’s wealth management efforts as it transforms into a future-ready financial services partner in Asia and offers professional development and benefits.
Required Skills
- Client Management
- Wealth Management
- Relationship Management
- Investment Advisory
- Portfolio Allocation
- Market Analysis
- Sales
- Risk Management
- Compliance
- MS Office
+2 more
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.
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