Wealth Management Associate

TL;DR

Wealth Management Associate (Private Banking): Manage a portfolio of high net worth clients, providing personalized financial solutions and advice with an accent on investment, wealth planning, and relationship building. Focus on identifying opportunities, collaborating with internal stakeholders, and staying up-to-date with market trends and regulatory changes.

Location: Onsite in Singapore (BOS)

Company

Asia’s Global Private Bank, part of OCBC Group, dedicated to high net worth individuals and families since 1932.

What you will do

• Manage a portfolio of high net worth clients with personalized financial solutions
• Develop and maintain strong client relationships, understanding their goals and aspirations
• Identify opportunities for investment, wealth planning, and other financial services
• Collaborate with investment specialists, wealth planners, and other internal experts
• Monitor market trends, regulatory changes, and factors impacting client finances

Requirements

• Degree in finance, economics, business, or relevant field
• At least 5 years in private banking, wealth management, or related field
• Strong understanding of investment products, wealth planning, and financial services
• Excellent communication and interpersonal skills for building client relationships
• Strong analytical, problem-solving, and strategic thinking skills
• Professional certifications like CFA or CFP (asset)

Culture & Benefits

• Competitive base salary and holistic, flexible benefits
• Industry-leading learning and professional development opportunities
• Community initiatives and equal opportunity employment
• Open culture of teamwork, fairness, and personal growth
• Opportunities within OCBC Group’s global network