Private Banker

OCBC Private Bank is a private bank division of OCBC Indonesia with a focus on servicing and advising High Net Worth and Ultra High Net Worth clients.

We are currently seeking a high calibre professional to join our team as a Private Banker to be located in Jakarta, Surabaya, Medan and Bandung.

Our Private Banker is the primary contact between the clients and the Bank. He/she acts as an ambassador of the Bank, providing clients with seamless access to the full spectrum of OCBC Indonesia’s platforms, services and capabilities beyond just private banking. He/she is responsible for the proactive management of a portfolio of High Net Worth and Ultra-High Net Worth clients. This includes the delivery of comprehensive wealth management solutions to meet the clients’ needs as well as dealing with routine enquiries and transactions.

• To prospect new (ultra) high net worth individuals and secure new relationship to generate new Asset Under Management and Gross Revenue.
• To provide financial and investment advice to clients after assessing their requirement.
• To handle day-to-day client request and refer any non-private banking related needs to other part of the Bank.
• To ensure that all transactions comply with applicable regulatory framework / guidelines and the Bank’s policies and procedures are properly adhered too.

• Minimum bachelor’s degree.
• Minimum 8 years of experience in banking and financial industry.
• Relationship management experience in Private Banking is preferable.
• Proven track record in asset gathering, asset growth and revenue generation.
• Exhibit strong interpersonal skills and communication skills.