OCBC logo
Personal Banking Portfolio & Engagement Specialist
full-timeSpecial capital Region of Jakarta

Summary

Location

Special capital Region of Jakarta

Type

full-time

Explore Jobs

About this role

  • Prepare & monitor Personal Banking Portfolio data and provide insight based on the portfolio data across channel and products. Support management with performance and key drivers result update to ensure alignment with strategic objective in business update/ review/ presentation
  • Initiate and coordinate on the planning and deployment of personal banking customers program focusing increase AUM program, product holding and customers engagement on banking products and service 
  • Collaborate with cross functions units to drive personal banking business growth through activities, programs and projects
  • Analyze market/competitor trend, customer behavior to identify opportunities and risk and improve personal banking competitiveness 
  • Work together with related banks stakeholders on projects on portfolio activities and program to increase product holding, AUM, revenue through various banking products and services

Other facts

Tech stack
Data Analysis,Performance Monitoring,Customer Engagement,Market Analysis,Cross-Functional Collaboration,Portfolio Management,Strategic Planning,Risk Identification,Business Growth,Program Coordination,Product Holding,AUM Increase,Customer Behavior Analysis,Stakeholder Collaboration,Banking Products,Service Improvement

About OCBC

OCBC is the longest established Singapore bank, formed in 1932 from the merger of three local banks, the oldest of which was founded in 1912. It is now the second largest financial services group in Southeast Asia by assets and one of the world’s most highly-rated banks, with an Aa1 rating from Moody’s. Recognised for its financial strength and stability, OCBC is consistently ranked among the World’s Top 50 Safest Banks by Global Finance and has been named Best Managed Bank in Singapore by The Asian Banker.

OCBC and its subsidiaries offer a broad array of commercial banking, specialist financial and wealth management services, ranging from consumer, corporate, investment, private and transaction banking to treasury, insurance, asset management and stockbroking services.

OCBC’s key markets are Singapore, Malaysia, Indonesia and Greater China. It has more than 570 branches and representative offices in 19 countries and regions. These include about 300 branches and offices in Indonesia under subsidiary Bank OCBC NISP, and over 90 branches and offices in Mainland China, Hong Kong SAR and Macau SAR under OCBC Wing Hang.

OCBC’s private banking services are provided by its wholly-owned subsidiary Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals.

OCBC's insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia. Its asset management subsidiary, Lion Global Investors, is one of the largest private sector asset management companies in Southeast Asia.

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Banking
Founding Year: 1932

What you'll do

  • The specialist will prepare and monitor personal banking portfolio data, providing insights and supporting management with performance updates. They will also coordinate customer programs to increase assets under management and enhance customer engagement.

Ready to join OCBC?

Take the next step in your career journey

Frequently Asked Questions

What does a Personal Banking Portfolio & Engagement Specialist do at OCBC?

As a Personal Banking Portfolio & Engagement Specialist at OCBC, you will: the specialist will prepare and monitor personal banking portfolio data, providing insights and supporting management with performance updates. They will also coordinate customer programs to increase assets under management and enhance customer engagement..

Why join OCBC as a Personal Banking Portfolio & Engagement Specialist?

OCBC is a leading Banking company.

Is the Personal Banking Portfolio & Engagement Specialist position at OCBC remote?

The Personal Banking Portfolio & Engagement Specialist position at OCBC is based in Special capital Region of Jakarta, Java, Indonesia. Contact the company through Clera for specific work arrangement details.

How do I apply for the Personal Banking Portfolio & Engagement Specialist position at OCBC?

You can apply for the Personal Banking Portfolio & Engagement Specialist position at OCBC directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about OCBC on their website.