Senior Relationship Manager, Wealth & Investments

OCBC Group; Singapore; On-site; SGD 150,000 - 230,000; Full time

Job summary

Bank of Singapore is seeking a seasoned professional to advise and maintain client relationships within the marketing function. The role focuses on growing revenue, acting as a trusted advisor and expanding the client base with timely insights into investment products and services.

You will engage with clients to understand goals, develop strategies, and monitor service quality while collaborating across the OCBC network. Fluency in English and Chinese is preferred to serve a diverse client base.

Qualifications

• At least 10 - 15 years’ relevant experience.
• Strong interpersonal, communication and client interfacing skills.
• Good university degree.
• Preferably completed professional qualifications: CACS Papers I and II.
• Driven and entrepreneurial.
• Good business acumen.
• Able to read, write and communicate fluently in both English and Chinese are strongly preferred as this role is required to deal with clients.

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.

Job description

Bank of Singapore is seeking a seasoned professional to advise and maintain client relationships within the marketing function. The role focuses on growing revenue, acting as a trusted advisor and expanding the client base with timely insights into investment products and services.

You will engage with clients to understand goals, develop strategies, and monitor service quality while collaborating across the OCBC network. Fluency in English and Chinese is preferred to serve a diverse client base.