Senior Relationship Development Manager (Onshore), Premier Private Client, Global Consumer Financial Services

OCBC Bank; Singapore; On-site; SGD 150,000 - 190,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Community initiatives

Professional development opportunities

Job summary

OCBC Bank is hiring a Senior Relationship Development Manager (Onshore) to build long-lasting relationships with high net worth clients and deliver bespoke financial solutions. You will identify new business opportunities, work with internal stakeholders, and maintain a constant pipeline of prospects.

The role requires a degree in finance, economics, or business and 8+ years of relevant experience, strong communication, and knowledge of wealth planning and investment products.

Qualifications

• Degree in finance, economics or business.
• 8+ years of experience in a similar role, preferably private banking or wealth management.
• Strong relationship-building and communication skills 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 a strategic mindset.
• Team player who can collaborate with internal stakeholders.

Responsibilities

• Acquire New-To-Bank (NTB) and New-To-Premier (NTP) clients for Premier Private Client (Onshore).
• Cross-sell OCBC Premier Private Client Banking propositions to target clients.
• Build and maintain effective client acquisition sources.
• Identify acquisition opportunities and collaborate with internal and external partners.
• Develop and foster strategic tie-ups with potential referral partners.
• Engage partners to generate a steady pipeline of prospects.
• Convert leads into sales and onboard customers via face-to-face or digital onboarding.
• Meet compliance and end-to-end onboarding standards, including KYC and AML.

Skills

Relationship-building

Communication skills

Analytical thinking

Problem-solving

Team player

Investment products knowledge

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 (Onshore)

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 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

• Responsible for the acquisition of New-To-Bank (NTB) and New-To-Premier (NTP) customers for Premier Private Client (Onshore segment)
• Cross sell the OCBC Premier Private Client Banking value proposition to the target client segment.
• Build and independently maintain effective customer acquisition sources.
• Identify acquisition opportunities and collaborate with the Bank’s internal stakeholders and external partners to drive quality acquisitions.
• Develop and foster strategic tie ups with potential referral partners.
• Actively engage partners to generate a consistent pipeline of prospects.
• Ability to convert leads into sales.
• Perform customer onboarding via face-to-face meetings or digital onboarding.
• Meet the compliance and control standards set in the end to end onboarding process.
• Conduct all required KYC, AML procedures and documentations.
• Deliver best in class customer service to all internal and external customers

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
• 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.

Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers. Let’s build the bank we need for the future we want. Find the best version of yourself in a friendly, supportive team. 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.

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.