Team Head, Premier Relationship Management, International Wealth

OCBC

Hong Kong

On-site

HKD 900,000 - 1,200,000

Full time

14 days+
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Benefits offered by this job

Competitive salary
Flexible benefits
Learning and development opportunities
Community initiatives

Job summary

OCBC invites you to lead a dedicated offshore services team focused on PRC clients. You will develop and maintain strong relationships, ensure service excellence, and drive business growth through strategic initiatives, performance metrics, and a culture of continuous improvement across the team.

You will mentor relationship managers, collaborate with operations, compliance and product teams, and ensure compliance with regulatory requirements.

Qualifications

  • Bachelor’s degree in Business Administration, Finance, or a related field.
  • 10+ years in relationship management.
  • Experience managing teams and client relationships in HK/PRC.
  • Knowledge of PRC regulatory environment.
  • HKSI and IIQE licensing requirements
  • ECF-CRM qualifications advantageous

Responsibilities

  • Lead and develop a high-performing team of relationship managers.
  • Build and maintain long-term PRC client relationships.
  • Develop strategic plans to improve client satisfaction and retention.
  • Oversee service delivery quality and process improvements.
  • Collaborate with internal departments to align service delivery.
  • Monitor compliance with regulatory requirements and risk controls.
  • Prepare regular performance and client-satisfaction reports.

Skills

Team leadership
Client relationship management
Strategic planning
Service delivery oversight
Stakeholder engagement
Compliance and risk management
Reporting and analysis

Education

Bachelor’s degree in Business Administration/Finance or related field

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.

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

Lead a dedicated team focused on providing exceptional offshore services to our PRC customers. This role involves developing and maintaining strong client relationships, ensuring service excellence, and driving business growth through strategic initiatives and effective team management.

What you do
  • Team Leadership:
    • Lead, mentor, and develop a high-performing team of relationship managers.
    • Foster a collaborative and results-oriented team culture.
    • Set clear performance goals and conduct regular performance reviews.
  • Client Relationship Management:
    • Build and maintain strong, long-term relationships with key stakeholders in PRC.
    • Understand client needs and tailor services to meet those requirements.
    • Act as the primary point of contact for escalated client issues and ensure timely resolution.
  • Strategic Planning:
    • Develop and implement strategic plans to enhance client satisfaction and retention.
    • Identify opportunities for upselling and cross-selling services to existing clients.
    • Monitor market trends and competitor activities to inform strategy.
  • Service Delivery Oversight:
    • Ensure the delivery of high-quality offshore services that meet or exceed client expectations.
    • Collaborate with operational teams to streamline processes and improve service efficiency.
    • Implement and monitor performance metrics to assess service delivery effectiveness.
  • Stakeholder Engagement:
    • Liaise with internal departments (e.g., operations, compliance) to ensure alignment in service delivery.
    • Communicate client feedback and insights to senior management for continuous improvement.
  • Compliance and Risk Management:
    • Ensure all activities comply with regulatory requirements and Bank policies.
    • Identify potential risks in client relationships and develop mitigation strategies.
  • Reporting and Analysis:
    • Prepare regular reports on team performance, client satisfaction, and service delivery metrics.
    • Analyze data to identify trends and areas for improvement.
Who you are
  • Bachelor’s degree in Business Administration, Finance, or a related field
  • 10+ years of experience in relationship management, preferably both in HK and PRC financial services.
  • Proven track record of managing teams and developing client relationships in the PRC market.
  • Strong understanding of the cultural, economic, and regulatory environment in PRC.
  • Pass HKSI and IIQE Licensing requirements
  • Possess qualifications of ECF-CRM would be an advantage
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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