Senior Wealth Relationship Manager – North Asia (Taiwan)

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

Benefits offered by this job

Competitive base salary

Holistic benefits package

Professional development opportunities

Job summary

OCBC Bank is seeking a result-driven Premier Banking professional to acquire offshore customers in North Asia and manage affluent client relationships. You will deliver financial analysis, cross-sell solutions, and market insights while meeting revenue goals in a fast-moving environment.

The role requires CMFAS certification, strong communication skills, and the ability to travel for business to support offshore clients. Singapore-based role with a commitment to excellence.

Qualifications

• 3–5 years of sales experience in banking and financial services.
• Experience handling affluent clients and achieving sales targets.
• Ability to engage offshore clients and communicate effectively.

Responsibilities

• Actively acquire and prospect Premier Banking Offshore customers from North Asia.
• Develop and strengthen relationships to meet business goals.
• Contribute to profit and growth targets while managing portfolios.
• Upsell, cross-sell, and provide market updates and trend analysis.
• Deliver superior service and enhance the overall customer experience.

Skills

New business acquisition

Relationship management

Financial analysis

Cross-selling

Tele-consulting

Education

University degree

CMFAS certification (RES1B, RES2B, RES5, CM-EIP, CM-SIP, M8, M8A, M9, M9A, HI)

Job description

OCBC Bank is seeking a result-driven Premier Banking professional to acquire offshore customers in North Asia and manage affluent client relationships. You will deliver financial analysis, cross-sell solutions, and market insights while meeting revenue goals in a fast-moving environment.

The role requires CMFAS certification, strong communication skills, and the ability to travel for business to support offshore clients. Singapore-based role with a commitment to excellence.