Senior Wealth Relationship Manager - OCBC

OCBC (Singapore); Singapore; On-site; SGD 90,000 - 140,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Professional development

Wellbeing focus

Job summary

OCBC is seeking a Premier Relationship Manager Offshore to build lasting relationships with high-net-worth clients in Singapore and across the Thailand market. You will deliver tailored financial solutions, perform professional financial analysis, and work with investment specialists to meet sales targets.

The role requires 5+ years in banking sales, CMFAS certifications, and strong communication; travel is expected to support client engagement and business development.

Qualifications

• Minimum 5 years of sales experience in banking/financial services with affluent segment focus.
• Recognised university degree and CMFAS certifications (RES1B, RES2B, RES5, CM‑EIP, CM‑SIP, M8, M8A, M9, M9A, HI).
• Sound knowledge of investment products including unit trusts, bancassurance and treasury products.
• Strong communication skills and ability to tele-consult with clients; willingness to travel.

Responsibilities

• Actively acquire and manage Premier Banking Offshore customers and grow relationships.
• Contribute to profit and growth targets for Premier Banking.
• Deliver professional financial analysis and upsell/cross-sell with market updates.
• Provide exceptional service and coordinate with internal stakeholders (investments, credit).

Skills

Sales experience

Interpersonal skills

Tele-consulting

Travel willingness

Affluent client handling

Education

University degree

CMFAS certifications (RES1B, RES2B, RES5, CM‑EIP, CM‑SIP, M8, M8A, M9, M9A, HI)

Job description

WHO WE ARE

As Singapore's longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Today, we're on a journey of transformation. Leveraging technology and creativity to become a future‑ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia's leading financial services partner for a sustainable future.

We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future‑ready career.

Your Opportunity Starts Here

Imagine having the opportunity to build long‑lasting relationships with high net‑worth individuals and families, helping them achieve their financial goals and aspirations. As a Premier Relationship Manager at OCBC, you will have the chance to work with a diverse range of clients, providing tailored financial solutions and advice to help them grow their wealth.

How you succeed

To succeed in this role, you will need to take a client‑centric approach, understanding the unique needs and goals of each individual and family. You will need to build strong relationships, provide expert advice, and deliver exceptional service to meet and exceed client expectations. This will involve working closely with internal stakeholders, such as investment specialists and credit teams, to provide a seamless and integrated service.

What you do

• Actively acquire and prospect new Premier Banking Offshore customers, develop and strengthen their relationships with the Bank in accordance with relevant business goals.
• Contribute to the bottom‑line of Premier Banking through the accomplishment of profit and growth targets.
• Manage the relationships with new and existing affluent customers through professional consultative financial analysis.
• Up‑sell, cross‑sell and provide regular market information updates and trend analysis to these customers.
• Ensure superior customer service and contribute to the overall customer experience of Premier Banking.

Who you are

• Minimum 5 years of sales experience in the banking and financial services industry, preferably in managing the affluent segment, and consistent sales performance.
• Experience covering the Thailand market.
• Recognised university degree and possession of CMFAS certification (RES1B, RES2B, RES5, CM‑EIP, CM‑SIP, M8, M8A, M9, M9A, HI).
• Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance and treasury products.
• Strong interpersonal and communication skills, with proficiency in tele‑consulting.
• Creative yet meticulous, able to work independently and in a team.
• Initiative and drive to succeed, focused and disciplined to achieve the sales quota and revenue.
• Willingness to travel for business.

What we offer

Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry‑leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.