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Ocbc Bank

Premier Relationship Manager

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Job Description

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.

This is the broad job description of the job profile.

Premier Relationship Manager

Why Join

Imagine building long-lasting relationships with high net worth individuals and families, helping them achieve their financial goals and aspirations. As a Premier Banking Affluent Client Relationship Manager at OCBC, you'll have the opportunity to work with a select group of clients, providing tailored financial solutions and exceptional service.

How you succeed

It starts with understanding the unique needs and desires of each client. You'll take a holistic approach to relationship management, identifying opportunities to provide value-added services and solutions that meet their individual needs. By building trust and delivering exceptional service, you'll drive client loyalty and growth.

Financial

  • To provide appropriate financial solutions to our Premier Banking customers and expand the Premier Franchise by acquiring new Premier Banking customers via various marketing initiatives.
  • To plan, organize, participate and execute event and sales activities inline with the Premier Banking business direction and related sales initiatives.

Service

  • To provide excellent customer experience to our Premier Banking customers at all touch points via 3 distinctive service elements ie cared for, excellent and enhanced value.
  • To build sustainable relationship with our Premier Banking customers though timely follow-ups and anticipation of customers needs.
  • To proactively engage Premier Banking customers to achieve continuous customer satisfaction.

Compliance

  • To adhere to all related policies, regulatory risk and compliance matters.
  • To ensure no operational and control lapses.
  • To ensure timely submission of reports for both statutory and regulatory.
  • To ensure zero defect in account opening, sales transactions execution, loan submission and related matters.

Who you are

  • Bachelor's degree, in any field, from an accredited university / colleges.
  • Possess strong interest in financial planning, investment and keen to work in a sales driven environment.
  • Preferably with 3 - 5 years experience in sales and client relationship experience.
  • Must possess the required licenses (e.g PCE, CEILI & FIMM); IPPC will be an added advantage.
  • Possess good interpersonal and communication skills; able to deliver high quality customer service.
  • Possess a valid driving license & own transport.

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.

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. 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.

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 Company

Job ID: 146124081

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