Relationship Manager (Thailand)

TL;DR

Relationship Manager (Thailand) (Finance): Managing a portfolio of high net worth individuals and providing tailored financial solutions with an accent on investment advisory, wealth planning, and client relationship building. Focus on identifying complex financial needs, collaborating with internal specialists, and staying ahead of market trends to drive portfolio growth.

Location: Onsite in Singapore

Company

Asia’s global private bank and a subsidiary of OCBC Group, dedicated to delivering sustainable financial services since 1932.

What you will do

• Manage a dedicated portfolio of high net worth clients and provide personalized financial advice.
• Develop and maintain long-term relationships to understand client financial goals and aspirations.
• Identify opportunities for investment, wealth planning, and other specialized financial services.
• Collaborate effectively with internal stakeholders, including investment specialists and wealth planners.
• Monitor market trends and regulatory changes impacting client financial situations.

Requirements

• At least 5 years of professional experience in private banking or wealth management.
• Degree in finance, economics, business, or a relevant field.
• Deep understanding of investment products and wealth planning strategies.
• Excellent interpersonal and strategic communication skills.
• Strong analytical ability and experience in making informed financial decisions.

Nice to have

• Professional certifications such as CFA or CFP.

Culture & Benefits

• Competitive base salary and holistic flexible benefits package.
• Access to global network and internal mobility within OCBC Group.
• Industry-leading professional development and learning programs.
• Culture of openness, teamwork, and fair employment practices.
• Commitment to employee wellbeing and career growth.