Senior / Premier Relationship Manager (Offshore - South Asia - Vietnam) | Singapore, SG

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

Job summary

A leading financial institution in Singapore is seeking a Premier Relationship Manager. This role focuses on building relationships with high net worth individuals to provide tailored financial solutions. Candidates must have at least 5 years of sales experience, particularly with affluent clients, and the ability to communicate in both English and Vietnamese. The role offers a competitive salary and comprehensive benefits.

Benefits

Competitive base salary

Flexible benefits

Professional development opportunities

Qualifications

• Minimum 5 years of sales experience in banking and financial services.
• Experience in managing affluent/premier segment.
• Ability to speak English and Vietnamese.

Responsibilities

• Acquire and prospect new Premier Banking Offshore customers.
• Manage relationships with affluent customers.
• Provide exceptional service and market updates.

Skills

Sales experience

Interpersonal skills

Communication skills

Customer service

Financial analysis

Education

Recognised university degree

CMFAS certifications

Tools

Investment products knowledge

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.

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The longest-established Singapore bank, we’ve been helping people and businesses get what they want from life since 1932. How? By taking the time to t...

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