Relationship Manager

Bank of Singapore Limited (Hong Kong Branch); Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Job summary

Bank of Singapore Limited (Hong Kong) invites experienced private banking professionals to join our team. You will develop, maintain and manage a high‑level client network, drive revenue targets, and coordinate with Investment Counsellor and other specialists to deliver tailored wealth solutions.

The role requires a degree in banking/finance, 5+ years of relationship management experience, and solid knowledge of investment products, regulatory requirements, and client due diligence.

Qualifications

• Degree in banking or finance with good results.
• HKIB ECF qualification preferred.
• Minimum 5 years’ related experience in Relationship Management.
• Strong sales and relationship-building skills.
• High conduct, ethics and integrity; able to handle pressure.

Responsibilities

• Develop, maintain and manage client relationships.
• Achieve annual revenue targets and objectives.
• Collaborate with Investment Counsellor and other teams to grow client base.
• Source prospects and develop new business; expand assets under management.
• Ensure compliance with HKMA and SFC regulations.
• Provide investment execution and advisory services to clients.

Skills

Relationship Mgmt

Sales Acumen

Finance Knowledge

HK Regulators Knowledge

License Type 1/4

Education

Banking/Finance Degree

Job description

Bank of Singapore opens doors to new opportunities. At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group’s global network of subsidiaries and offices.

If you have passion, drive and the will to succeed, rise to the challenge today!

Bank of Singapore Limited, Hong Kong Branch provides wide-ranging wealth management services to high-net-worth individuals.

This position offers a worthwhile challenge, as you will be thoroughly grounded on the fine traditions of private banking and will be able to fully develop your potential as to succeed in this specialized segment of the banking field.

• Develop, maintain and manage client relationships
• Achieve annual revenue targets and objectives.
• Work closely and partner with Investment Counsellor, Investment Services Group, and other counterparts to develop and maintain a group of dedicated clients.
• Build market share and enhance client asset size over time.
• Source prospects and actively involved in developing new business; and capitalize business opportunities.
• Keep up-to-date knowledge on market trend, keep abreast of different investment products and services, and give input for new product development based on valuable awareness of client’s investment needs.
• Create networking synergies with other OCBC businesses.
• Manage the performance of Marketing Associate, including setting clear objectives, directing daily work, and skills development.
• Provide investment execution and advisory service to clients (e.g. SFC type 1 and type 4 regulated activity)
• Maintain systems and controls to ensure the Bank comply with rules and regulations in accordance with SFC Code of Conduct and HKMA Guidelines:
  • Observing BOS policies and regulations at all times, including code of conduct, suitability, cross border restrictions and relevant ordinances of HK and Singapore.
  • Aligning with BOS’s desired culture, values and behaviours
  • Maintaining data confidentiality by observing internal guidelines
  • Keeping client profiles and documentation complete, accurate and up-to-date.
  • Keeping scorecard and minimizing discrepancies in client documentations, transaction records and credit exceptions.
• Conducting suitability, product due diligence and maintaining records on selling of investment products.

Please note that this is an in-scope position under the Mandatory Reference Checking Scheme (MRC Scheme) regulated by the Hong Kong Monetary Authority (HKMA). The MRC Scheme requires all Authorized Institutions (“AIs”) under the supervision of the HKMA intending to hire an individual for certain relevant positions that fall within the scope of the MRC Scheme to conduct a mandatory reference check on that individual, by requesting information about them from each relevant former and current AI employer(s) covering the seven years prior to the application for such position. Candidates applying for this in-scope position should be aware that reference checks will be conducted in compliance with the HKMA’s MRC Scheme. For more information, please refer to The Hong Kong Association of Banks website and the FAQs for In-Scope Individuals.

Qualifications and Requirements

• Degree holder with good results especially in banking and finance-related fields.
• Preferable for candidates with HKIB Enhanced Competency Framework (ECF) professional qualification.
• Minimum least 5 years’ related experience in Relationship Management.
• Consistently strong performer who builds accounts and grows revenue year on year.
• In-depth product knowledge.
• Excellent sales and relationship management skills.
• Ability to maintain client relationships.
• Good analytical capabilities, presentation and organization skills.
• Self-motivated and confident with a high degree of initiative required.
• Ability to handle pressure and tight deadlines.
• Excellent team player and exhibit a high level of motivation and drive.
• Possess high conduct credentials, ethics, honesty and integrity which align with the Bank’s desired culture, values and behaviours.
• Type 1 and Type 4 license.

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.

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.