Financial Institutions Relationship Management - Sales - VP

OCBC Bank

Singapore

On-site

SGD 150,000 - 210,000

Full time

14 days+

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Benefits offered by this job

Competitive salary
Professional development
Flexible benefits
Equal opportunity

Job summary

OCBC Bank in Singapore seeks an experienced Global Relationship Manager in the Financial Institutions team to lead a portfolio of regional clients, including Insurance, Wealth Platforms and Credit Institutions. You will drive new relationships, partner with product teams, and expand the bank’s regional footprint across Asia.

Ideal candidates have 6–12 years covering APAC banks, deep knowledge of transaction banking and capital markets, strong stakeholder management, and proficiency with

Qualifications

  • Bachelor or Master’s degree in Business Management, Finance, Economics, or related fields.
  • 6–12 years of relevant experience covering APAC region, especially banks, insurers and credit institutions.
  • Strong knowledge of transaction banking, trade finance, treasury and capital markets is advantageous.
  • Excellent stakeholder management and senior client engagement skills.
  • Proficiency with Microsoft Office suite (Word, Excel, PowerPoint, Teams).

Responsibilities

  • Be the global relationship manager for a portfolio of clients, comprising mainly the Insurance, Wealth Platforms & Credit Institutions Segment.
  • Strengthen the bank’s market position as a key partner in Asia.
  • Drive new relationship initiatives, including partnerships and regional transactions.
  • Lead cross-functional teams to drive deal execution and revenue delivery.
  • Conduct joint customer visits/calls with product partners or senior managers to understand client needs.
  • Promote financial institutions products across Transaction Banking, Global Markets, Loans & Guarantee Solutions.

Skills

Relationship management
Stakeholder management
Communication skills
MS Office

Education

Business/Finance degree

Tools

Microsoft Office

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. 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.

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. It's a challenging yet rewarding 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. You'll leverage this knowledge to identify new business opportunities, build strong relationships with key decision-makers, and provide innovative solutions that meet their evolving needs. Your ability to think strategically, communicate effectively, and work collaboratively with internal stakeholders will be essential to your success.

WHAT YOU DO
  • Be the global relationship manager for a portfolio of clients, comprising mainly the Insurance, Wealth Platforms & Credit Institutions Segment
  • Strengthen the bank’s market position as one of the key "go-to" partner banks in Asia
  • Drive new relationship initiatives, including developing new partnerships, and originating new transactions regionally
  • Leverage on the bank’s platform, leading cross-functional teams to drive deal execution and revenue delivery
  • Joint customer visits/ calls conducted with product partners or senior managers in understanding client’s business and obtaining new business.
  • Promote financial institutions products across Transaction Banking Services, Global Markets, Loans & Guarantee Solutions, Debt Capital Markets will be beneficial.
  • Monitor developments in market conditions, regulatory changes, country risk and table relevant updates.
WHO YOU ARE
  • Bachelor or Master’s degree in Business Management, Finance, Economics, or related fields.
  • Experience in covering banks, insurance, wealth platforms & credit institutions across the APAC region.
  • Strong Product knowledge of transaction banking, Trade Finance, Treasury and Capital Markets would be an advantage.
  • Good team player who is driven, pro-active with a positive attitude and comfortable with a dynamic, fast-changing environment.
  • Strong stakeholder management and communication skills, with ability to engage senior client executives.
  • Mastery of Microsoft suite of products (Word, Excel, Powerpoint, Teams, OneDrive) required.
  • Recommended minimum 6 to 12 years of relevant working experience.
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.
  • Equal opportunity.
  • Fair employment.
  • Selection based on ability and fit with our culture and values.
  • Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

As the longest established Singapore bank, formed in 1932 from the merger of three local banks, we have grown from strength to strength to become a regional financial services group. With a deep history in Asia, we offer the most comprehensive coverage across ASEAN and Greater China, complemented with a presence in the leading economies of New York, London and Sydney. We are the second largest financial services group in Southeast Asia by assets with one of the world’s highest credit rating (Aa1 by Moody’s and AA- by both Fitch and S&P). We offer private banking services through our wholly-owned subsidiary, Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals. Our insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia.

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