Business Development Manager, Consumer Financial Services

OCBC; Hong Kong; On-site; HKD 850,000 - 1,100,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Community initiatives

Development opportunities

Wellbeing and growth support

Job summary

OCBC is seeking a Senior Business Development Manager to drive acquisition from high net-worth clients through external and internal partnerships, expanding the bank's Premier Banking and Premium Financing segments.

You will build a robust referral network, collaborate with Wholesale/Commercial Banking, and steer cross-selling opportunities across units to maximize revenue in an affluent market segment.

Qualifications

• 10+ years of working experience in sales acquisition for high net-worth customers.
• Bachelor’s degree in any discipline; professional qualifications related to insurance.
• Licensed insurance TR (paper 1 and 3) required.

Responsibilities

• Acquire new-to-bank customers via external and internal partnerships.
• Create cross-selling opportunities by collaborating with other business units.
• Build and maintain a strong network of referral sources for new-to-bank customers.
• Collaborate with Wholesale/Commercial Banking to solicit qualified referrals and drive Premium Financing deals.

Skills

Sales

Relationship building

Networking

Cross-selling

Education

Bachelor’s degree

Licensed insurance TR (paper 1 and 3)

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.

Job Summary:

Reporting to the Head of Business Development, for RI related activities need to report to Head of Channel Partnership. Senior Business Development Manager (SBDM) is a sales acquisition responsible for acquiring new-to-bank customers via an external and internal partnership which subsequently creates cross-selling opportunities by other business units to maximize revenue for the Bank in an affluent market segment.

Main Responsibilities:

Any regulated activities that required RI Licenses which will be handled by the upper dotted line reporting to Head of Channel Partnership. Strategic goals - To align with the Bank’s goal in expanding the customer base for Premier Banking and Premium Financing NTB for further cross-selling opportunities by proactively collaborating with both internal and external partners. To build a strong network of referral sources for new-to-bank customers via external partnership not limited to insurance companies, corporate secretaries, etc. To collaborate closely with key internal business partners (Wholesale Banking/Commercial Banking) to solicit qualify referrals. To acquire Premium Financing business by working proactively with insurance companies (agency and brokers level) from briefing sessions, incoming enquiries, premium loan applications to loan draw down completion. To meet the acquisition target by referring business to branches and for cross-selling opportunities.

Academic Qualifications : Bachelor’s degree holder of any discipline

Associateship / Membership :

Professional Qualifications : Licensed insurance TR (paper 1 and 3)

(e.g. CPA, HKSI, IIQE, etc.)

Working Experience : 10+ years of working experience in sales acquisition for high net-worth 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.