Wealth Relationship Manager - OCBC
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 you do
- Responsible for the acquisition of New-To-Bank and New-To-Premier customers for International Wealth Premier Banking and Premier Private Client for offshore segment
- Cross-sell the OCBC Premier Banking and Premier Private Client 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
- Drive funding and wealth sales conversion
- 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
Who you are
- Minimum 1-2 year of related working experience
- Diploma or Degree holder with banking or sales experience preferred
- Market experience in offshore segment preferred
- Confident individual with good networking skills and matured personality to handle affluent market segment
- 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
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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