Financial Institutions Relationship Management - Sales - VP

OCBC; Singapore; On-site; SGD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive base salary

Learning & development opportunities

Equal opportunity

Job summary

OCBC Bank in Singapore is seeking an experienced Relationship Manager for our Financial Institutions team. You will manage a portfolio of regional clients, strengthen OCBC's position as a trusted partner, and drive new relationships and transactions across Asia.

The role requires deep knowledge of transaction banking, trade finance, treasury, and capital markets, plus strong stakeholder management and communication skills.

Qualifications

• Bachelor or Master’s degree in Business Management, Finance, Economics, or related fields.
• Experience covering banks, insurance, wealth platforms & credit institutions across the APAC region.
• Strong product knowledge of transaction banking, Trade Finance, Treasury, and Capital Markets is an advantage.
• Strong stakeholder management and communication skills with the ability to engage senior client executives.
• Mastery of Microsoft suite (Word, Excel, PowerPoint, Teams, OneDrive) required.
• Recommended minimum 6 to 12 years of relevant working experience.

Responsibilities

• Serve as the global relationship manager for a portfolio of clients, primarily the Insurance, Wealth Platforms & Credit Institutions Segment.
• Strengthen the bank’s market position as a key “go‑to” partner in Asia.
• Drive new relationship initiatives, including developing new partnerships and originating new transactions regionally.
• Leverage the bank’s platform, leading cross‑functional teams to drive deal execution and revenue delivery.
• Conduct joint customer visits/calls with product partners or senior managers to understand client businesses and secure new business.
• Promote financial institutions products across Transaction Banking Services, Global Markets, Loans & Guarantee Solutions, and Debt Capital Markets.
• Monitor developments in market conditions, regulatory changes, country risk, and update relevant stakeholders.

Skills

Relationship management

Stakeholder management

Team player

Communication skills

Microsoft Office

Education

Bachelor or Master’s degree in Business Management, Finance, Economics

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Teams

OneDrive

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. Our strategic ambition is clear and bold: 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, and enjoy a vibrant, future‑ready career. Your Opportunity Starts Here.

Why Join

As a key player in OCBC's Financial Institutions team, you'll have the opportunity to build lasting relationships with some of the region’s most influential financial institutions. You'll work closely with clients to understand their needs, provide tailored solutions, and drive business growth, in a role that requires a unique blend of sales acumen, industry knowledge, and interpersonal skills.

How You Succeed

To excel in this role, you'll need to develop a deep understanding of the financial institutions landscape, including the latest trends, challenges, and opportunities. Leverage this knowledge to identify new business opportunities, build strong relationships with key decision‑makers, and provide innovative solutions that meet evolving client needs. Strategic thinking, effective communication, and collaboration with internal stakeholders will be essential.

What You Do

Reporting to a Team Head, you will:

• Serve as the global relationship manager for a portfolio of clients, primarily the Insurance, Wealth Platforms & Credit Institutions Segment.
• Strengthen the bank’s market position as a key “go‑to” partner in Asia.
• Drive new relationship initiatives, including developing new partnerships and originating new transactions regionally.
• Leverage the bank’s platform, leading cross‑functional teams to drive deal execution and revenue delivery.
• Conduct joint customer visits/calls with product partners or senior managers to understand client businesses and secure new business.
• Promote financial institutions products across Transaction Banking Services, Global Markets, Loans & Guarantee Solutions, and Debt Capital Markets.
• Monitor developments in market conditions, regulatory changes, country risk, and update relevant stakeholders.

Who You Are

• Bachelor or Master’s degree in Business Management, Finance, Economics, or related fields.
• Experience covering banks, insurance, wealth platforms & credit institutions across the APAC region.
• Strong product knowledge of transaction banking, Trade Finance, Treasury, and Capital Markets is an advantage.
• Good team player driven, proactive with a positive attitude, and comfortable with a dynamic, fast‑changing environment.
• Strong stakeholder management and communication skills with the ability to engage senior client executives.
• Mastery of Microsoft suite (Word, Excel, PowerPoint, Teams, OneDrive) required.
• Recommended minimum 6 to 12 years of relevant working experience.

What We Offer

Competitive base salary and a suite of holistic, flexible benefits to suit every lifestyle.

Community initiatives and industry‑leading learning and professional development opportunities.

Equal opportunity, fair employment, and selection based on ability and fit with our culture and values. Your wellbeing, growth, and aspirations are as cared for as the needs of our customers.