Premier Relationship Manager

As Singapores 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, were 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 Asias 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.

This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager.

Premier Relationship Management

Why JoinImagine 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 succeedTo 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

• Manage and grow a portfolio of high-net-worth customers with quality and professional services

• Act as the primary point of contact for customers to understand their banking and financial needs and provide customized financial solutions

• Maintain and deepen the relationship with customers to ensure long term loyalty and retention

• Meet business targets by proactively identifying sales opportunities and cross-selling relevant bank services / products, including insurance and investment

• Ensure smooth branch operations and adhere to relevant guidelines and procedures

• Assist superior to coach and mentor junior staff to better meet branch sales targets

Who you are

• Bachelors degree or above

• Insurance License & Investment Qualification (academic or professional qualification)

• Sound knowledge of retail banking products including mortgage loan, wealth management products (i.e., Investment & Insurance), credit card, etc.

• Minimum 3 years of sales experience in the banking services

• Exhibit strong interpersonal and communication skills

• Creative and possess the initiative, drive, and ability to work independently and in a team; has the drive to succeed and is focused and disciplined to achieve the sales quota and revenue

Who we areAs Singapores 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, were 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 Asias 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.

What we offerCompetitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Equal opportunity. Fair employment. Selection based on ability and fit with our culture and values. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

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.

Information :

• Company : OCBC Bank
• Position : Premier Relationship Manager
• Location : Hong Kong
• Country : HK