Overview
WHO WE ARE:
As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.
Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.
We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.
Your Opportunity Starts Here.
Premier Private Client – Desk Head, Singapore
Role Description
OCBC Premier Private Client (PPC) is OCBC’s dedicated wealth management platform for Asia-centric High Net Worth clients. Combining the strengths of OCBC Bank and Bank of Singapore, PPC delivers holistic wealth, banking, lending and legacy planning solutions through a highly personalized advisory approach.
As a Desk Head, Singapore, you will lead a team of Relationship Managers in driving client acquisition, deepening existing relationships, and delivering sustainable growth across Assets Under Management (AUM), revenue, and client engagement. You will play a critical role in developing talent, fostering a high-performance culture, and ensuring the highest standards of client experience, risk management, and regulatory compliance.
Key Responsibilities
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Lead, coach and develop a team of Relationship Managers to achieve business, revenue, AUM and client acquisition targets.
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Build a high-performance culture through effective mentoring, performance management, talent development and succession planning.
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Drive growth in the PPC franchise through the acquisition of High-Net-Worth clients and the expansion of existing client relationships.
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Develop and leverage internal and external referral networks to generate quality client acquisition opportunities.
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Partner with product specialists and stakeholders across Wealth Management, Investment, Lending and Insurance to deliver holistic solutions to clients.
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Lead client engagement and acquisition initiatives, including client events, networking activities and strategic business development opportunities.
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Champion a superior client experience by ensuring consistent delivery of PPC’s service standards and value proposition.
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Drive adoption and execution of strategic business initiatives and support the implementation of new products, processes and capabilities.
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Ensure adherence to all regulatory, compliance and conduct requirements, while promoting a strong risk and governance culture within the team.
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Maintain effective oversight of operational, reputational and conduct risks, ensuring compliance with the Bank’s policies, standards and controls.
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Minimum 10 years of relevant experience in banking or financial services, with a strong track record in wealth management, private banking or high net worth client coverage.
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Proven leadership experience in managing, coaching and developing high-performing sales teams.
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Strong understanding of investment, banking, lending and wealth management solutions for affluent and high net worth clients.
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Demonstrated success in driving AUM growth, client acquisition and revenue generation.
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Experience in the Private Banking, Private Client or High Net Worth segments will be highly advantageous.
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Strong stakeholder management, interpersonal and communication skills, with the ability to influence across all levels of the organization.
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Sound business judgment, analytical skills and a strong client-centric mindset.
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Self-motivated, results-oriented and able to thrive in a dynamic and fast-paced environment.
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University degree or equivalent professional qualifications
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Possess the Client Advisor Competency Standards (CACS) certification. Candidates who do not currently possess the required certification must be willing to obtain it within the timeframe stipulated by the Bank.
Preferred Attributes
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Established network within the affluent and high net worth client segment.
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Strong people leadership capabilities with a passion for talent development and coaching.
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Entrepreneurial mindset with the ability to identify growth opportunities and deliver business outcomes.
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Strong appreciation of risk, governance and regulatory requirements within a wealth management environment.
What we offer:
Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.
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About
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.
