Senior Relationship Manager – Wealth & Investment Advisory

OCBC; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

Bank of Singapore seeks an experienced professional to advise and maintain client relationships within the marketing function, driving retention and revenue growth across a premier client base.

The role emphasizes relationship management, cross-selling investment products, achieving annual revenue targets, and acting as a trusted advisor to a dedicated portfolio of clients. Fluency in English and Chinese is strongly preferred to serve diverse clients.

Qualifications

• AUM book size of USD 150–200 mio.
• 8–10 years of relevant experience.
• Strong interpersonal, communication and client interfacing skills.
• Good university degree.
• Preferably completed professional qualifications: CACS Papers I and II.
• Driven and entrepreneurial with good business acumen.
• Fluent in English and Chinese is strongly preferred for client dealings.
• Benefits include revenue-target accountability and client relationship stewardship.

Responsibilities

• Develops and maintains client relationships.
• Responsible for achieving annual revenue targets and objectives.
• Trusted advisor who succeeds in maintaining a group of dedicated clients.
• Builds market share; able to enhance client asset size over time.
• Competent in advising clients on investment products and services.
• Actively involved in new business development; able to anticipate and capitalize on business opportunities.
• Keeps up to date with products and services; may give input for new product development.
• Monitors tasks for quality assurance to meet client servicing needs.

Skills

Client relationship management

Interpersonal communication

Business acumen

Bilingual English/Chinese

Education

Bachelor's degree or higher

CACS Papers I and II

Job description

Bank of Singapore seeks an experienced professional to advise and maintain client relationships within the marketing function, driving retention and revenue growth across a premier client base.

The role emphasizes relationship management, cross-selling investment products, achieving annual revenue targets, and acting as a trusted advisor to a dedicated portfolio of clients. Fluency in English and Chinese is strongly preferred to serve diverse clients.