Senior Relationship Manager (Offshore - South Asia - Indonesia)

OCBC (Singapore); Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Singapore seeks a Premier Relationship Manager to build relationships with high-net-worth individuals. Candidates should have at least 5 years of sales experience, specifically in banking and financial services, with a focus on the affluent market. Responsibilities include acquiring new clients and managing existing relationships through personalized financial solutions. A recognized university degree and CMFAS certification are required. Competitive salary and flexible benefits are offered.

Benefits

Competitive base salary

Holistic flexible benefits

Industry-leading learning opportunities

Qualifications

• Minimum 5 years of sales experience in banking and financial services.
• Experience managing the affluent segment.
• Sound knowledge of banking products including investment and treasury products.
• Ability to communicate with Mandarin and/or Bahasa Indonesia speaking clients.

Responsibilities

• Acquire and prospect new Premier Banking Offshore customers.
• Manage relationships with affluent customers.
• Provide financial analysis and market updates.
• Ensure superior customer service.

Skills

Client-centric approach

Interpersonal skills

Communication skills

Sales performance

Market knowledge (Indonesia/Malaysia)

Education

Recognised university degree

CMFAS certification

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

Imagine having the opportunity to build long-lasting relationships with high networth individuals and families, helping them achieve their financial goals and aspirations. As a Premier Relationship Manager at OCBC, you will have the chance to work with a diverse range of clients, providing tailored financial solutions and advice to help them grow their wealth.

How you succeed

To succeed in this role, you will need to take a client-centric approach, understanding the unique needs and goals of each individual and family. You will need to build strong relationships, provide expert advice, and deliver exceptional service to meet and exceed client expectations. This will involve working closely with internal stakeholders, such as investment specialists and credit teams, to provide a seamless and integrated service.

What you do

• Actively acquire and prospect new Premier Banking Offshore 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.
• You will also ensure superior customer service and contribute to the overall customer experience of Premier Banking.

Who you are

• You should have minimum 5 years of sales experience in the banking and financial services industry, preferably in managing the affluent segment, and show consistent sales performance.
• You must have experience in covering the Indonesia / Malaysia market.
• 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.
• Must be able to communicate effectively with Mandarin and/or Bahasa Indonesia speaking customers to effectively communicate with offshore clients.
• You exhibit strong interpersonal, communication skills and good at tele-consulting.
• It is essential for candidates to be creative yet meticulous and has the ability to work independently and in a team.
• You have the initiative and drive to succeed and is focused and disciplined to achieve the sales quota and revenue.
• Willing to travel for business.

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.