Overview

Onsite
OCBC Singapore
Full time
JR00000058

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.

Why join
Imagine having the opportunity to build long-lasting relationships with high net worth individuals and families, helping them achieve their financial goals and aspirations. As a Premier Relationship Manager at OCBC, you will have the chance to work with a diverse range of clients, providing tailored financial solutions and advice to help them grow their wealth.

How you succeed
To succeed in this role, you will need to take a client-centric approach, understanding the unique needs and goals of each individual and family. You will need to build strong relationships, provide expert advice, and deliver exceptional service to meet and exceed client expectations. This will involve working closely with internal stakeholders, such as investment specialists and credit teams, to provide a seamless and integrated service.

What you do

  • Actively acquire and prospect new Premier Banking Offshore customers from the North Asia market.

  • Develop and strengthen their relationships with the Bank in accordance with relevant business goals.

  • Contribute to the bottom-line of Premier Banking through the accomplishment of profit and growth targets.

  • Manage the relationships with new and existing affluent customers through professional consultative financial analysis.

  • Up-sell, cross-sell and provide regular market information updates and trend analysis to these customers.

  • You will also ensure superior customer service and contribute to the overall customer experience of Premier Banking

Who you are

  • You should have minimum 3 years of sales experience in the banking and financial services industry, preferably in managing the affluent segment, and show consistent sales performance. 

  • You must have experience in covering the North Asian markets (preferably China). 

  • Recognised university degree and possess CMFAS certification (RES1B, RES2B, RES5, CM-EIP, CM-SIP, M8, M8A, M9, M9A, HI). 

  • Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance and treasury products. 

  • Must be able to communicate effectively with Mandarin speaking customers. 

  • Good English language proficiency at Level 4.

  • You exhibit strong interpersonal, communication skills and good at tele-consulting. 

  • It is essential for candidates to be creative and possess the initiative, drive and ability to work independently and in a team. 

  • You have the drive to succeed and is focused and disciplined to achieve the sales quota and revenue. 

  • Willing to travel for business.

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 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.