Premier Relationship Manager - OCBC

OCBC (Singapore); Singapore; On-site; SGD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

A suite of holistic, flexible benefits

Community initiatives

Industry-leading learning and/or devop

Wellbeing and growth support

Job summary

OCBC (Singapore) is seeking an accomplished Premier Banking professional to drive acquisition and deepen relationships with affluent clients onshore. The role demands solid sales track records, CMFAS certification, and a strong grasp of investment products including unit trusts and bancassurance.

You will work with a dynamic GCFS team to deliver superior service, cross-sell opportunities, and meet revenue targets while upholding exceptional customer experience in a fast-paced banking environment.

Qualifications

• Minimum 3 years of sales experience in banking and financial services.
• CMFAS certifications include RES1B, RES2B, RES5, CM-EIP, CM-SIP, M8, M8A, M9, M9A, HI.
• Sound knowledge of banking products including investment products such as unit trusts, bancassurance and treasury products.
• Exhibit strong interpersonal, communication skills and good at tele-consulting.

Responsibilities

• Active acquisition and prospecting of new Premier Banking Onshore customers, develop and strengthen their relationships with the Bank in accordance with relevant business goals.
• Contribute to the bottom-line of Premier Banking through the accomplishment of profit and growth targets.
• Manage the relationships with new and existing affluent customers through professional consultative financial analysis.
• Up-sell, cross-sell and provide regular market information updates and trend analysis to these customers.
• Ensure superior customer service and contribute to the overall customer experience of Premier Banking.

Skills

Sales experience

Interpersonal skills

Tele-consulting

Communication skills

Education

CMFAS certification

University degree

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.

Job Description:

Why join

Having purpose and making a real impact drives what we do at OCBC, for our customers, colleagues and the community. People count on us to deliver an amazing banking experience, but more importantly one that is uncomplicated and complements their changing lifestyle and business needs. Our employees are the architects that make this all possible; they are high performing individuals and teams, experts in their field and above all believe in our purpose and commitment to customers.

What you'll do

• Active acquisition and prospecting of new Premier Banking Onshore customers, develop and strengthen their relationships with the Bank in accordance with relevant business goals.
• Contribute to the bottom-line of Premier Banking through the accomplishment of profit and growth targets.
• Manage the relationships with new and existing affluent customers through professional consultative financial analysis.
• Up-sell, cross-sell and provide regular market information updates and trend analysis to these customers.
• Ensure superior customer service and contribute to the overall customer experience of Premier Banking.

Who you work with

Global Consumer Financial Services (GCFS) is all about helping consumers get what they want from life. It's a broad ambition. So, the team offer an equally wide range of services. From branch to premier banking and everything in-between. That's a lot to get your teeth into and many career paths to follow. And you'll be doing it all while learning from the best in an award-winning environment.

Who you are

• Minimum 3 years of sales experience in the banking and financial services industry, preferably in managing the affluent segment, and show consistent sales performance
• Recognised university degree and possess CMFAS certification (RES1B, RES2B, RES5, CM-EIP, CM-SIP, M8, M8A, M9, M9A, HI).
• Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance and treasury products.
• Exhibit strong interpersonal, communication skills and good at tele-consulting.
• Creative and possess the initiative, drive and ability to work independently and in a team.
• Has the drive to succeed and is focused and disciplined to achieve the sales quota and revenue.

Who we are

Singapore's longest established bank, we've been helping people and businesses get what they want from life 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. Embracing technology and creativity to become a future-ready learning organisation. But for all that change, the entire focus of our organisation remains to be Simply Spot On . In everything we do.
And so whether you want innovate needs-based 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.

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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