Relationship Development Manager (Onshore)

OCBC Bank; Singapore; On-site; SGD 40,000 - 70,000; Full time

Benefits offered by this job

Competitive salary

Flexible benefits

Community initiatives

Professional development

Wellbeing support

Job summary

OCBC Bank in Singapore is seeking a Premier Banking onshore professional to acquire New-To-Bank and New-To-Premier clients, cross-sell the Premier Banking value, and build a robust client acquisition network.

You will onboard customers, ensure compliance, perform KYC/AML procedures, and deliver best-in-class service while developing referral partnerships and maintaining a strong sales pipeline.

Qualifications

• Minimum 1 year of related working experience.
• Diploma or Degree holder with banking or sales experience preferred.
• Confident with good networking skills and mature personality to handle affluent market segment.
• Good relationship building skills and an entrepreneur mindset.
• Highly driven and positively motivated to over-achieve assigned targets.
• Excellent communication and interpersonal skills.

Responsibilities

• Acquire New-To-Bank (NTB) and New-To-Premier (NTP) customers for Premier Banking (Onshore).
• Cross-sell OCBC Premier Banking to the target client segment.
• Build and maintain effective customer acquisition sources.
• Identify acquisition opportunities and collaborate with internal/external partners to drive quality acquisitions.
• Develop strategic tie-ups with referral partners and engage partners to generate a consistent pipeline.
• Convert leads into sales and drive funding and wealth sales conversions.
• Perform customer onboarding via face-to-face meetings or digital onboarding.
• Meet compliance and control standards in onboarding; conduct KYC/AML procedures and documentations.
• Deliver best-in-class customer service to all customers.

Skills

Networking

Relationship building

Communication

Entrepreneurial mindset

Target-driven

Education

Diploma or Degree in banking or related field

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.

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.

What you do

• Responsible for the acquisition of New-To-Bank (NTB) and New-To-Premier (NTP) customers for Premier Banking (Onshore)
• Cross-sell the OCBC Premier Banking value proposition to the target client segment
• Build and independently maintain effective customer acquisition sources
• Identify acquisition opportunities and collaborate with the Bank’s internal stakeholders and external partners to drive quality acquisitions
• Develop and foster strategic tie ups with potential referral partners.
• Actively engage partners to generate a consistent pipeline of prospects
• Ability to convert leads into sales
• Drive funding and wealth sales conversion
• Perform customer onboarding via face-to-face meetings or digital onboarding
• Meet the compliance and control standards set in the end-to-end onboarding process
• Conduct all required KYC, AML procedures and documentations.
• Deliver best in class customer service to all internal and external customers

Who you are

• Minimum 1 year of related working experience
• Diploma or Degree holder with banking or sales experience preferred
• Confident individual with good networking skills and matured personality to handle affluent market segment
• Good relationship building skills and with an entrepreneur mindset
• Highly driven and positively motivated to over-achieve assigned targets
• Excellent communication and interpersonal skills

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.

Let’s build the bank we need for the future we want. Find the best version of yourself in a friendly, supportive team. 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

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.