Account Manager, Emerging Business

OCBC Bank (Hong Kong) Limited; Hong Kong; On-site; HKD 600,000 - 1,200,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Community initiatives

Learning & development

Wellbeing & growth

Job summary

OCBC Bank (Hong Kong) Limited is seeking a Senior Relationship Manager to manage a portfolio of high net-worth business clients, providing expert guidance on financial products and services.

You will develop business plans to drive fee income, grow CASA, and expand client engagement across banking solutions while collaborating with product, risk, and compliance teams. The role requires 3–5 years in small business banking, strong sales and relationship skills, and excellent communication.

Qualifications

• Bachelor's degree in business, finance or related field.
• 3–5 years of experience in small business banking or related area.
• Proven track record in sales and relationship management.
• Excellent communication and interpersonal skills.

Responsibilities

• Manage a portfolio of high net-worth business clients with expert guidance on financial products and services.
• Develop and implement business plans to drive fee income growth, CASA growth and total revenue.
• Build and maintain relationships with decision-makers to deepen engagement across banking solutions.
• Collaborate with compliance, risk, and product teams to deliver integrated solutions.
• Stay updated on industry trends to inform sales strategy.
• Conduct transaction reviews and periodic account reviews.

Skills

Sales

Relationship management

Financial products knowledge

Communication skills

Education

Bachelor's degree in business/finance

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.

What You Will Be Doing:

• Manage a portfolio of high net-worth business clients, providing expert advice and guidance on financial products and services.
• Develop and implement business plans to drive fee income growth, CASA growth and total revenue.
• Build and maintain relationships with key decision-makers, identifying opportunities to deepen relationships and expand client engagement across a broader range of banking solutions, including insurance and investment products, cash management solutions, and FX-related products, in collaboration with product specialists.
• Collaborate with internal stakeholders, including compliance, risk, and product teams, to deliver integrated solutions.
• Stay up-to-date on industry trends and competitor activity, using this knowledge to inform your sales strategy.
• Conduct transaction review and periodic account review.

What Are We Looking For

• A degree in business, finance, or a related field, with at least 3-5 years of experience in small business banking or a related field.
• Proven track record of success in sales and relationship management, with a strong understanding of financial products and services.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients and internal stakeholders.
• Strong business acumen, with the ability to analyze financial data and provide expert advice.
• Self-motivated and results-driven, with a strong work ethic and a commitment to delivering exceptional service.

#LI-SL1

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.

Let’s build the bank we need for the future we want. Find the best version of yourself in a friendly, supportive team. 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.

As the longest established Singapore bank, formed in 1932 from the merger of three local banks, we have grown from strength to strength to become a regional financial services group. With a deep history in Asia, we offer the most comprehensive coverage across ASEAN and Greater China, complemented with a presence in the leading economies of New York, London and Sydney. We are the second largest financial services group in Southeast Asia by assets with one of the world’s highest credit rating (Aa1 by Moody’s and AA- by both Fitch and S&P). We offer private banking services through our 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. Our insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia.