Senior Relationship Development Manager, Premier Private Client

OVERSEA-CHINESE BANKING CORPORATION LIMITED; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

OCBC, a leading Singapore-based bank, seeks a Senior Relationship Development Manager to cultivate long-term relationships with high net worth clients and tailor financial solutions. You will identify new business opportunities, work with internal specialists, and provide guidance on investments, wealth planning, and credit products.

The role emphasizes market awareness, regulatory knowledge, and collaboration across teams to deliver bespoke services for onshore and offshore markets in Asia.

Qualifications

• Degree in finance, economics or business.
• 8+ years in private banking or wealth management.
• Strong relationship-building and communication skills.
• In-depth knowledge of investment products, wealth planning, and credit solutions.
• Strong analytical and problem-solving skills with strategic thinking.
• 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 onshore or offshore markets (e.g. Greater China, ASEAN)
• 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

Skills

Relationship building

Communication

Analytical thinking

Problem solving

Team player

Education

Degree in finance/economics/business

Job description

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 onshore or offshore markets (e.g. Greater China, ASEAN)
• 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.
• 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