Relationship Manager - Global Funds Coverage (Global Financial Institution)

OCBC (Singapore); Singapore; On-site; SGD 80,000 - 140,000; Full time

Benefits offered by this job

Learning & development

Community initiatives

Equal opportunity

Job summary

OCBC Singapore seeks an experienced Relationship Manager to cover Global Funds clients within its Non-Bank Financial Institutions team. You will manage onboarding, AML compliance, and day-to-day servicing, while building lasting relationships with key decision-makers and driving revenue.

The role requires a degree in Business/Banking/Economics and 2–3 years in sales or relationship management. You will work with RMs across regional platforms, identifying cross-sell opportunities and ensuring

Qualifications

• A degree in a relevant field such as Business Administration, Banking or Economics.
• 2–3 years of experience in sales or relationship management in financial institutions.
• Excellent communication and interpersonal skills with stakeholders.

Responsibilities

• Cover and manage an assigned portfolio of Global Funds clients.
• Regularly manage and monitor client relationships and servicing issues.
• Onboard clients in line with AML and regulatory requirements; manage accounts opening and treasury onboarding.
• Ensure compliance with bank policies, including due diligence and reviews.
• Identify cross-selling opportunities and new revenue streams from existing clients.
• Perform annual reviews on fund managers to ensure licensing and regulation.

Skills

Relationship management

Sales experience

Communication skills

Negotiation

Client onboarding

Education

Bachelor's degree in Business Administration / Banking / Economics

Tools

MS Office Suite

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 Non-Bank Financial Institutions (NBFI) team, you'll have the opportunity to build lasting relationships with some of the region's most influential non-bank financial institutions and provide financial solutions and advisory for clients in the following segments: Insurance, Securities Brokers, Finance/Leasing Companies, Exchanges, Regulated Funds (including private capital), Payment Service Providers, Fintech. 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.

Products and services offered include

• Cash accounts opening & liquidity management solutions
• Digital payments & collections
• Treasury solutions with focus on FX, fixed income, equities, interest rates, structured notes and other derivatives
• Credit facilities (bilateral/syndicated/club)
• Public markets (debt & equity) capital raising
• Banker's guarantee & Standby letter of credit
• Strategic advisory

The NBFI team seeks to position OCBC as the preferred banking partner for NBFIs in Asia through high quality client service and engagement through OCBC's regional platform.

How it works

To excel in this role, you'll need to develop a deep understanding of the financial 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

1. Coverage support responsibility over an assigned portfolio of Global Funds clients.
2. Regular management, monitoring of client relationships & supporting day-to-day servicing issues resolution.
3. Manage (a) clients' on-boarding in accordance with OCBC's AML and regulatory requirements, (b) accounts opening based on operational guidelines, and (c) treasury / FX onboarding & trading. To handle subsequent documentation updates as part of client servicing.
4. Ensure compliance with bank policies and procedures - customer due diligence, account and periodic transaction reviews, data quality.
5. Assist team leads in identifying cross selling opportunities and new revenue streams from existing clients.
6. Perform annual review on fund managers in portfolio to ensure managers remains licensed and regulated.

Who you are

• A degree in a relevant field, such as Business Administration, Banking or Economics
• At least 2-3 years of experience in sales or relationship management, preferably in the financial institutions space
• Strong industry knowledge, including a deep understanding of the financial institutions landscape and the latest trends and challenges
• Excellent communication and interpersonal skills, with the ability to build strong relationships with key decision-makers and engage stakeholders
• Possess good analytical, strategic thinking, problem-solving and time-management skills, with the ability to identify new business opportunities and develop innovative solutions
• Strong negotiation and closing skills, with the ability to work effectively in a fast-paced sales environment
• A confident, customer focused and effective team player who is independent and proactive in supporting peers and team.
• Highly motivated self-starter who is eager to learn
• Proficient in MS Office Suite.

Who you work with

• Liaise with customers or Relationship Managers (RMs) for day-to-day servicing issues resolution.

During your time with us, you can expect to:

• Enrich your knowledge on local regulations, bank controls and AML risk with focus in the asset management industry
• Be part of an environment that supports your development and recognises your achievements
• Make connections that will advance your career in the banking industry
• Sharpen your interpersonal, analytical and research skills

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.

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.

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.