Senior Premier Relationship Manager, International Wealth - Premier Banking

OCBC Group; Hong Kong; On-site; HKD 480,000 - 720,000; Full time

Benefits offered by this job

Holistic, flexible benefits

Community initiatives

Professional development opportunities

Wellbeing and growth support

Job summary

OCBC Bank (Hong Kong) Limited invites experienced wealth and relationship professionals to join International Wealth Premier Banking. You will collaborate with Relationship Development Managers to deliver outstanding client experiences and drive revenue through up-selling investment and insurance products.

The ideal candidate holds a degree, HKSI/IIQE qualifications advantageous, and at least five years’ banking sales experience.

Qualifications

• Degree holder with strong sales experience in banking or financial services.
• Pass in HKSI 1,7,8 and IIQE 1,2,3 is advantageous.
• Ability to adapt to a sales and service oriented environment with Chinese and English proficiency.

Responsibilities

• Work closely with Relationship Development Managers to ensure smooth hand-over and partnership in managing customer experience.
• Up-sell, cross sell and provide regular market updates for investment and insurance products to customers.
• Contribute to revenue and growth targets for International Wealth Premier Banking.
• Identify customer needs and opportunities to deepen relationships.
• Deliver quality and professional services to wealth customers, ensuring superior customer experience.

Skills

Relationship Mgmt

Sales

Customer Service

Communication Skills

MS Office

Putonghua

Education

Bachelor's degree

Tools

MS Office

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:

• Working closely with Relationship Development Managers to ensure smooth hand-over and partnership in managing customer experience
• Up-sell, cross sell and provide regular market updates for investment and insurance products to customers
• Contribute to the bottom-line of International Wealth Premier Banking through the accomplishment of revenue and growth targets
• Constantly identifying customer’s needs and opportunities
• Provide quality and professional services to wealth customers, ensuring superior customer service and contribute to the overall customer experience of International Wealth Premier Banking
• Develop and entrench in the relationship with the customers, acquiring New-to-bank customers through existing customers
• Compliant with local laws, regulations, bank’s policies, including risk management policies and procedures

What we are looking for:

• Degree holder
• A pass in HKSI 1,7,8 and IIQE 1,2,3 will be an advantage
• Possess qualifications of ECF-RWM would be an advantage
• At least 5 years of sales experience, preferably in a Banking environment
• Team player, sales-driven with good interpersonal skills
• Sound knowledge of banking products, such as insurance and wealth management products in mainland, Hong Kong and Singapore
• Proficiency in MS office applications
• Good presentation and communication skills
• Good command of written and spoken English and Chinese (Putonghua)
• Able to adapt well in a sales and service oriented environment
• In-depth appreciation of mainland culture and practices.
• Candidates admitted under the Immigration Arrangements for Non-local Graduates (IANG) are welcome

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.