Overview
Premier Private Client & Premier Banking Asia
Description
- Responsible for the acquisition of New-To-Bank (NTB) and New-To-Premier (NTP) customers for Premier Banking Asia and Premier Private Client (Offshore segment).
- Cross sell the OCBC Premier Banking value proposition to the target client segment.
- Build and independently maintain effective customer acquisition sources.
- Identify acquisition opportunities and collaborate with the Bank’s internal stakeholders and external partners to drive quality acquisitions.
- Develop and foster strategic tie ups with potential referral partners.
- Actively engage partners to generate a consistent pipeline of prospects.
- Ability to convert leads into sales.
- Perform customer onboarding via face-to-face meetings or digital onboarding.
- Meet the compliance and control standards set in the end to end onboarding process.
- Conduct all required KYC, AML procedures and documentations.
- Deliver best in class customer service to all internal and external customers.
Qualifications
- Minimum 1 year of related working experience
- Confident individual with good networking skills
- Diploma or Degree holder with banking or sales experience preferred
- Good relationship building skills and with an entrepreneur mindset
- Highly driven and positively motivated to over-achieve assigned targets
- Excellent communication and interpersonal skills
- Able to travel for work, if required
- Converse proficiently to effectively liaise with clients from respective markets (e.g. Mandarin for North Asia market, Bahasa for Indonesia market, Vietnamese for Vietnam market, etc.) and proficient in English language
- Matured personality to handle the affluent market segment
Primary Location
: Singapore
Job
: Premier Banking
Organization
: Premier Private Client & Premier Banking Asia
Schedule
: Permanent
Job Posting
: 14-Nov-2024, 5:30:29 PM
About OCBC Bank
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.