Senior Relationship Development Manager (Offshore), Premier Private Client

OCBC Bank; Singapore; On-site; SGD 150,000 - 210,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Community initiatives

Learning and development opportunities

Job summary

OCBC Bank in Singapore seeks a Senior Relationship Development Manager to build long-lasting relationships with high net worth clients and deliver tailored financial solutions, drawing on deep industry knowledge.

You will identify new business opportunities, collaborate with investment specialists, wealth planners, and credit professionals, and stay current with market trends, regulatory requirements, and product developments to help clients reach their goals.

Qualifications

• A degree in finance, economics, or business.
• 8+ years of experience in private banking or wealth management.
• Offshore market experience is an added advantage.
• Strong relationship-building and communication skills.
• In-depth knowledge of investment products, wealth planning, and credit solutions.
• Analytical and problem-solving skills with strategic thinking.
• A team player with a collaborative mindset and ability to work with internal stakeholders.

Responsibilities

• Develop and maintain relationships with high net worth clients, understanding their financial goals and objectives.
• Identify new business opportunities and develop strategies to acquire new clients in the offshore markets in North Asia/South Asia (e.g. Greater China, Malaysia, Indonesia).
• Collaborate with internal stakeholders, including investment specialists, wealth planners, and credit specialists, to deliver comprehensive financial solutions.
• Provide expert advice and guidance on investment products, wealth planning, and credit solutions.
• Develop and maintain a deep understanding of market trends, regulatory requirements, and industry developments.

Education

Finance / Economics / Business degree

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. This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager.

Senior Relationship Development Manager

Why Join As a Senior Relationship Development Manager at OCBC, you'll have the opportunity to build long-lasting relationships with our high net worth clients, understanding their unique needs and providing tailored financial solutions to help them achieve their goals. You'll be part of a team that values collaboration, innovation, and exceptional customer service.

How you succeed

To excel in this role, you'll need to take a proactive approach to identifying new business opportunities, building and maintaining strong relationships with clients, and working closely with internal stakeholders to deliver bespoke financial solutions. You'll need to stay up-to-date with market trends, regulatory requirements, and industry developments to provide expert advice and guidance to your clients.

What you do

• Develop and maintain relationships with high net worth clients, understanding their financial goals and objectives
• Identify new business opportunities and develop strategies to acquire new clients in the offshore markets in North Asia/South Asia (e.g. Greater China, Malaysia, Indonesia)
• Collaborate with internal stakeholders, including investment specialists, wealth planners, and credit specialists, to deliver comprehensive financial solutions
• Provide expert advice and guidance on investment products, wealth planning, and credit solutions
• Develop and maintain a deep understanding of market trends, regulatory requirements, and industry developments

Who you are

• A degree in a relevant field, such as finance, economics, or business
• At least 8 years of experience in a similar role, preferably in private banking or wealth management. Offshore market experience is an added advantage
• Strong relationship-building and communication skills, with the ability to work with high net worth clients
• In-depth knowledge of investment products, wealth planning, and credit solutions
• Strong analytical and problem-solving skills, with the ability to think strategically
• A team player with a collaborative mindset, able to work effectively with internal stakeholders

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.

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 history in Asia, we offer the most comprehensive coverage across ASEAN and Greater China, complemented with a presence in the leading economies of New York, 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’s and AA- by both Fitch and S&P). We offer private banking services through our wholly-owned subsidiary, Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals. Our insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia.