Senior / Premier Relationship Manager (Offshore - South Asia - Vietnam)

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

Job summary

A leading financial institution in Singapore is looking for a Premier Relationship Manager. The ideal candidate will have at least 5 years of sales experience in banking, especially with affluent clients. Responsibilities include acquiring new clients, managing relationships, and providing tailored financial solutions. The role requires fluency in English and Vietnamese and a strong understanding of banking products. Competitive salary and flexible benefits offered.

Benefits

Competitive base salary

Holistic, flexible benefits

Learning and professional development opportunities

Qualifications

• Minimum 5 years of sales experience in banking, preferably with affluent clients.
• Experience in the Vietnam market is mandatory.
• Ability to speak English and Vietnamese.
• Strong knowledge of banking products and services.

Responsibilities

• Acquire new Premier Banking Offshore customers and strengthen existing relationships.
• Meet profit and growth targets for Premier Banking.
• Manage affluent customer relationships through consultative financial analysis.
• Up-sell and cross-sell financial products.
• Ensure superior customer service and enhance the customer experience.

Skills

Sales experience in banking

Interpersonal skills

Communication skills

Consultative financial analysis

Knowledge of investment products

Education

Recognised university degree

CMFAS certifications

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/premier segment, and show consistent sales performance.
• Experience in covering Vietnam market is a must.
• Able to speak English and Vietnamese to liaise with Vietnam-speaking clients.
• Recognised university degree and possess CMFAS certifications (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.
• 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.