Senior Premier Wealth Advisor

OCBC (Singapore); Singapore; On-site; SGD 90,000 - 140,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Professional development

Wellbeing focus

Job summary

OCBC is seeking a Premier Relationship Manager Offshore to build lasting relationships with high-net-worth clients in Singapore and across the Thailand market. You will deliver tailored financial solutions, perform professional financial analysis, and work with investment specialists to meet sales targets.

The role requires 5+ years in banking sales, CMFAS certifications, and strong communication; travel is expected to support client engagement and business development.

Qualifications

• Minimum 5 years of sales experience in banking/financial services with affluent segment focus.
• Recognised university degree and CMFAS certifications (RES1B, RES2B, RES5, CM‑EIP, CM‑SIP, M8, M8A, M9, M9A, HI).
• Sound knowledge of investment products including unit trusts, bancassurance and treasury products.
• Strong communication skills and ability to tele-consult with clients; willingness to travel.

Responsibilities

• Actively acquire and manage Premier Banking Offshore customers and grow relationships.
• Contribute to profit and growth targets for Premier Banking.
• Deliver professional financial analysis and upsell/cross-sell with market updates.
• Provide exceptional service and coordinate with internal stakeholders (investments, credit).

Skills

Sales experience

Interpersonal skills

Tele-consulting

Travel willingness

Affluent client handling

Education

University degree

CMFAS certifications (RES1B, RES2B, RES5, CM‑EIP, CM‑SIP, M8, M8A, M9, M9A, HI)

Job description

OCBC is seeking a Premier Relationship Manager Offshore to build lasting relationships with high-net-worth clients in Singapore and across the Thailand market. You will deliver tailored financial solutions, perform professional financial analysis, and work with investment specialists to meet sales targets.

The role requires 5+ years in banking sales, CMFAS certifications, and strong communication; travel is expected to support client engagement and business development.