ASEAN Relationship Manager — Wealth Advisory Leader

Bank of Singapore, Asia’s Global Private Bank; Singapore; On-site; SGD 70,000 - 90,000; Full time

Benefits offered by this job

Attractive remuneration packages

Development opportunities within OCBC Group

Job summary

Bank of Singapore, Asia’s Global Private Bank, is seeking an experienced individual for a client advisory role. Responsibilities include developing and maintaining client relationships, achieving revenue targets, and advising on investment products.

The ideal candidate will have 5–10 years of relevant experience and strong interpersonal skills. A good university degree is essential, along with professional qualifications such as CACS Papers I and II. Fluency in English is required for effective communication with clients.

Qualifications

• 5–10 years of relevant experience in client advisory.
• Fluency in English for client communication.

Responsibilities

• Develop and maintain client relationships.
• Achieve annual revenue targets and objectives.
• Serve as a trusted advisor to a dedicated client group.
• Build market share and enhance client asset size.
• Engage in new business development.

Skills

Interpersonal skills

Communication skills

Client interfacing skills

Business acumen

Drive and entrepreneurial spirit

Education

Good university degree

Professional qualifications such as CACS Papers I and II

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!

General Description

This position is responsible for advising and maintaining client relationships in the marketing function.

Main Duties

• Develops and maintains client relationships.
• Responsible for achieving annual revenue targets and objectives.
• Trusted advisor who succeeds in maintaining a group of dedicated clients.
• Builds market share; able to enhance client asset size over time.
• Competent in advising clients on investment products and services.
• Actively involved in new business development; able to anticipate and capitalize on business opportunities.
• Keeps up to date with products and services; may give input for new product development.
• Monitors tasks for quality assurance to meet client servicing needs.
• AUM book size of minimum USD 200 to 300 mio
• At least 5 - 10 years’ relevant experience
• Strong interpersonal, communication and client interfacing skills
• Good university degree
• Preferably completed professional qualifications: CACS Papers I and II
• Driven and entrepreneurial
• Good business acumen
• Able to read, write and communicate fluently in English are strongly preferred as this role is required to deal with clients.
• Responsible for achieving annual revenue targets and objectives.
• Trusted advisor who succeeds in maintaining a group of dedicated clients.
• Builds market share; able to enhance client asset size over time.
• Competent in advising clients on investment products and services.
• Actively involved in new business development; able to anticipate and capitalize on business opportunities.
• Keeps up to date with products and services; may give input for new product development.
• Monitors tasks for quality assurance to meet client servicing needs.