Senior Wealth Advisory Lead

Bank of Singapore Limited; Singapore; On-site; SGD 120,000 - 240,000; Full time

Job summary

Bank of Singapore Limited in Singapore is seeking a seasoned relationship manager to develop and maintain client relationships, advising on investment products and driving annual revenue targets with exceptional service.

You will act as a trusted advisor to a dedicated client base, grow assets, and pursue new business opportunities while staying abreast of market offerings within OCBC Group's network.

Qualifications

• At least 10 - 15 years' relevant experience.
• Strong interpersonal, communication and client interfacing skills.
• Good university degree.
• CACS Papers I and II completed; professional qualifications encouraged.
• Fluent in English (reading/writing).

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 capitalize on opportunities.
• Keeps up to date with products and services; input for new product development.
• Monitors tasks for quality assurance to meet client servicing needs.

Skills

Interpersonal skills

Client interfacing

English fluency

Business acumen

Driven and entrepreneurial

Education

Good university degree

CACS Papers I & II

Job description

Bank of Singapore Limited in Singapore is seeking a seasoned relationship manager to develop and maintain client relationships, advising on investment products and driving annual revenue targets with exceptional service.

You will act as a trusted advisor to a dedicated client base, grow assets, and pursue new business opportunities while staying abreast of market offerings within OCBC Group's network.