Emerging Affluent Relationship Manager

OCBC company

Singapore

On-site

SGD 50,000 - 80,000

Full time

14 days+
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Benefits offered by this job

Competitive base salary
Holistic flexible benefits
Professional development opportunities

Job summary

OCBC company in Singapore is seeking an Emerging Affluent Relationship Manager to service both Regional Premier customers and designated offshore customers. This hybrid role involves providing comprehensive banking solutions, financial advisory, and promoting financial products. Ideal candidates will have a degree or diploma in a relevant field with experience in retail banking sales, coupled with exceptional communication skills. The position offers a competitive salary and comprehensive benefits.

Qualifications

  • Degree or diploma in a relevant field, with experience in retail banking sales.
  • Results-driven mindset with a strong desire to overcome challenges.
  • Exceptional communication and interpersonal skills.

Responsibilities

  • Provide one-stop banking solutions to Regional Premier customers.
  • Financial advisory, promoting and cross-selling financial products.
  • Proactively manage and build long-term customer relationships.

Skills

Retail banking sales
Communication
Interpersonal skills
Results-driven mindset

Education

Degree or diploma in relevant field

Tools

CMFAS certifications (RES5, M8, M8A, M9, M9A, HI)

Job description

You may choose to display a cookie banner on the external site. You must specify the message in the cookie banner and may add a link to a relevant policy. If you are unfamiliar with these requirements, please seek the advice of legal counsel.You are about to enter websites controlled or offered by third parties. OCBC hereby disclaims liability for any information, materials, products or services posted or offered at any of these third party web-sites. By creating a link to these third party web-sites, OCBC does not endorse or recommend any products or services offered or information contained on those web-sites or information fed by these third parties nor is OCBC liable for any failure of products or services offered or advertised at any of these third party web-sites. OCBC Group shall in no event be liable for any damages, loss or expense including without limitation, direct, indirect, special, or consequential damage, or economic loss arising from or in connection with any use of or access to any other website linked to this website, any system, server or connection failure, error, omission, interruption, delay in transmission, or computer virus and any services, products, information, data, software or other material obtained from this website or from any other website linked to this website. Any hyperlinks to any other websites are not an endorsement or verification of such websites and such websites should only be accessed at the user’s own risks. This exclusion clause shall take effect to the fullest extent permitted by law.You further consent to Oversea-Chinese Banking Corporation Limited, its related corporations (collectively, the "OCBC Group"), and their respective business partners and agents (collectively, the “OCBC Representatives”) collecting, using and disclosing your personal data for purposes reasonably required by the OCBC Group and the OCBC Representatives to enable them to process your employment application and assess your suitability for the position which you are applying for. Such purposes are set out in a Data Protection Policy, which is accessible at www.ocbc.com/policies or available on request and which you confirm you have read and understood.# **WHO WE ARE:** 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.# The **Emerging Affluent Relationship Manager** is a hybrid role and will service both Regional Premier customers and designated group of offshore customers.Digital Offshore* Encourage upfunding of customers from Digital Offshore channel to fulfil Premier funding criteria* Obtain KYC/CDD information of upfunded customers to upgrade to Premier BankingRegional Premier* To provide “one-stop” banking solutions to our Regional Premier customers.* To provide financial advisory, promote and cross-sell a comprehensive range of financial products and services to this group of customers* To proactively manage and build long term customer relationship* Encourage upfunding of customers from Regional Premier channel to fulfil Premier funding criteria* Ensure adherence to the relevant policies, regulatory risk and compliance matters# **Who you are:*** A degree or diploma in the relevant field, with experience in retail banking sales* A results-driven mindset with a strong desire to overcome challenges* Exceptional communication and interpersonal skills* CMFAS certifications in RES5, M8, M8A, M9, M9A, HI is an added 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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