Relationship Manager - Serial Entrepreneur Segment, Global Commercial Banking

OCBC Bank; Singapore; On-site; SGD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits package

Industry-leading learning & dev

Job summary

OCBC Bank is seeking a Relationship Manager for Serial Entrepreneurs in Singapore to lead customer acquisition, engagement, and portfolio growth across multiple companies. You will collaborate with Trade, Regional, Treasury, Wealth and other teams to tailor banking and digital solutions and present compelling credit propositions with solid financial analysis.

The role requires 3+ years in financial institutions, strong communication, and analytical skills, plus a degree.

Qualifications

• Minimum 3 years of experience in Financial Institutions (customer acquisition, engagement, credit analyst etc).
• Articulate communicator with high customer-focused attitude to engage key promoters of SMEs.
• Strong collaborative team player with ability to foster trust and rapport with team members and product partners.
• Results oriented and driven with the ability to succeed in a dynamic culture.
• Ability to present and write credit cases with clarity and precision.
• Highly analytical, methodical and structured in thought approach to problem solving.
• Degree holder.

Responsibilities

• Lead the customer acquisition, ongoing engagement and retention efforts of the assigned Serial Entrepreneurs portfolio.
• Work with relevant cross-functional stakeholders to offer solutions propositions for the Serial Entrepreneurs’ group of multiple companies.
• Pitch Credit Propositions with accuracy, in a well-organized manner supported with financial analysis and credit risk assessment.
• Manage existing Serial Entrepreneur Group relationships with timely escalation of credit deterioration.
• Active participation in strategic initiatives to grow the wallet share.

Skills

Customer acquisition

Credit analysis

Engagement

Team collaboration

Analytical thinking

Presentation skills

Education

Degree holder

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. Serial Entrepreneurs are business owners who operate multiple businesses in Singapore and the Region. These are fast growing companies and Serial Entrepreneurs are attracted by solutions that are sustainable and can value-add to their business growth ambitions. The Segment RM closely partners the Serial Entrepreneur to chart out their milestones and fulfil his/her growth plans across their multiple companies with a suite of banking and digital solutions. The solutions include Sustainability financing, Trade financing, Contract financing, Regional financing, FX hedging and Cash Management solutions which may involve API integration with our technology partners. The Segment RM will be actively involved in strategic initiatives to co-create propositions, insight studies and data-driven marketing efforts to acquire, engage and deepen the Bank’s wallet share with Serial Entrepreneurs.

Responsibilities

• Lead the customer acquisition, ongoing engagement and retention efforts of the assigned Serial Entrepreneurs portfolio
• Work with relevant cross-functional stakeholders (including Trade, Regional, Treasury, Wealth, Insurance, Customer Services) to offer solutions propositions to fulfill the Serial Entrepreneurs’ requirements for their group of multiple companies
• Pitch Credit Propositions with accuracy, in a well-organized manner supported with sufficient depth of financial analysis, business and credit risk assessment.
• Manage existing Serial Entrepreneur Group relationships with timely escalation of credit deterioration
• Active participation in strategic initiatives to grow the wallet share

Requirements

• Minimum 3 years of experience in Financial Institutions (customer acquisition, engagement, credit analyst etc)
• Articulate communicator with high customer-focused attitude to engage key promoters of SMEs in the various banking and beyond banking solutions
• Strong collaborative team player with ability to foster trust and rapport with team members and product partners
• Results oriented and driven with the ability to succeed in a dynamic culture
• Ability to present and write credit cases with clarity and precision
• Highly analytical, methodical and structured in thought approach to problem solving
• Degree holder

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.

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 historyin Asia, we offer the most comprehensive coverage across ASEAN and Greater China, complemented with a presence in the leading economies of NewYork, 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’sandAA‑ by both Fitch and S&P). We offer private banking services through our wholly-owned subsidiary, BankofSingapore, whichoperateson a unique open-architecture product platform to source for the best-in-class products to meet its clients’goals. Ourinsurance subsidiary, GreatEastern Holdings, is the oldest and most established life insurance group inSingapore andMalaysia.