Relationship Manager, Corporate Wealth Management

OCBC; Kuala Lumpur; Vor Ort; MYR 90.000 - 130.000; Vollzeit

Zusammenfassung

OCBC Bank in Malaysia seeks a Relationship Manager, Corporate Wealth Management to manage and grow a portfolio of Commercial Banking clients by delivering wealth and investment solutions. You will originate opportunities across structured investments, bancassurance, treasury-linked products and other approved offerings.

Collaborating with Commercial Banking, Global Markets, Treasury and Wealth Management, you will deepen wallet share, acquire NTB relationships and ensure a seamless client

Qualifikationen

• Proven relationships management experience in corporate wealth or banking.
• Knowledge of wealth and investment products and market trends.

Aufgaben

• Manage and grow assigned portfolio to achieve revenue, fee income, AUM and other targets.
• Originate and close wealth and investment opportunities across structured investments and bancassurance.
• Develop account plans and engagement strategies for priority clients and prospects.
• Maintain an active opportunity pipeline and coordinate proposals, pricing and documentation.
• Build trusted relationships with key decision-makers and support NTB client acquisition.

Kenntnisse

Relationship management

Sales discipline

Wealth products

Portfolio management

Jobbeschreibung

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 Purpose

The Relationship Manager, Corporate Wealth Management is responsible for managing and growing a portfolio of Commercial Banking clients through the delivery of suitable wealth and investment solutions. The role will originate and execute opportunities across structured investments, bancassurance, treasury-related investment products and other approved wealth solutions.

The incumbent will deepen wallet share within the Bank's existing customer base while actively acquiring New-to-Bank (NTB) relationships. The role will work closely with Commercial Banking Relationship Managers, Global Markets, Treasury, Wealth Management, Great Eastern and other OCBC Group entities to provide holistic financial solutions and a seamless client experience.

This is a client-facing individual-contributor role requiring a commercially minded, proactive and results-driven professional with strong relationship management, sales execution, stakeholder collaboration and wealth product knowledge.

Key Roles & Responsibilities:

Portfolio Growth & Revenue Delivery

• Manage and grow an assigned portfolio to achieve revenue, fee income, AUM, product penetration and other agreed business targets.


• Originate and close suitable wealth and investment opportunities, including structured investments, dual currency investments, bancassurance products, treasury-linked investment products and other approved offerings.


• Develop account plans and engagement strategies for priority clients and prospects.


• Maintain an active opportunity pipeline and follow through on leads, proposals, documentation and funding.


• Drive sustainable portfolio growth through deeper client engagement, wallet share expansion and disciplined cross-selling.

Client Acquisition & Relationship Expansion

• Acquire NTB Commercial Banking customers with relevant wealth and investment potential.


• Identify client needs, financial objectives, liquidity profiles and risk considerations to recommend appropriate solutions.


• Build trusted, long-term relationships with key decision-makers and maintain regular, purposeful client contact.


• Partner with Commercial Banking Relationship Managers and segment teams to pursue and convert business opportunities.


• Conduct client meetings, investment presentations, business pitches and follow-up activities to progress opportunities to completion.

Sales Execution & Pipeline Management

• Maintain disciplined pipeline management, activity tracking and timely follow-up on all client opportunities.


• Prepare client proposals and coordinate pricing, approvals, documentation and transaction execution with relevant stakeholders.


• Prioritise opportunities based on client needs, suitability, commercial potential and probability of conversion.


• Meet agreed sales activity, revenue and productivity standards while maintaining high-quality customer outcomes.


• Continuously strengthen product, market and advisory capability through training, coaching and self-development.

Stakeholder & Group Collaboration

• Build effective working relationships across OCBC Group to deliver integrated solutions and maximise customer opportunities.


• Collaborate with Commercial Banking, Business Banking, Global Markets, Treasury, Wealth Management, Product Management, Risk, Compliance and Operations.


• Work closely with Great Eastern and other OCBC Group entities to originate and execute suitable bancassurance and investment opportunities.


• Coordinate joint client engagements with Relationship Managers and product specialists where specialist advice is required.


• Ensure timely coordination among stakeholders to provide a responsive and consistent client experience.

Product Advisory & Market Engagement

• Maintain sound knowledge of approved wealth, investment, treasury and bancassurance solutions relevant to commercial and corporate clients.


• Translate market developments and product features into clear, relevant and balanced client discussions.


• Provide customer feedback and market insights to product teams to support proposition enhancement and new