Senior Wealth Relationship Architect

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

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.