Senior Wealth Relationship Manager – Taiwan & North Asia

OCBC (Singapore)

Singapore

On-site

SGD 90,000 - 130,000

Full time

13 days ago

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Benefits offered by this job

Competitive base salary
Holistic benefits package
Community initiatives
Industry-leading learning and growth

Job summary

OCBC Bank Singapore is seeking a results-driven Premier Banking professional to drive offshore client acquisition in the North Asia market. You will deepen relationships, analyze markets, and contribute to profitability through targeted advisory and cross-selling strategies.

The role requires 3–5 years in banking sales, familiarity with the Taiwan market, and CMFAS certifications. Strong tele-consulting and travel willingness are essential to succeed in this fast-paced environment.

Qualifications

  • 3–5 years sales experience in banking/financial services, with affluent segment focus.
  • Experience in covering Taiwan market is preferred.
  • CMFAS certifications including RES1B/RES2B/RES5 and CM-EIP/SIP/M8/M9 series.
  • Solid knowledge of banking and investment products.

Responsibilities

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

Skills

Sales experience
Affluent clients
Tele-consulting
Interpersonal skills
Travel willingness

Education

Recognised university degree
CMFAS certification

Job description

OCBC Bank Singapore is seeking a results-driven Premier Banking professional to drive offshore client acquisition in the North Asia market. You will deepen relationships, analyze markets, and contribute to profitability through targeted advisory and cross-selling strategies.

The role requires 3–5 years in banking sales, familiarity with the Taiwan market, and CMFAS certifications. Strong tele-consulting and travel willingness are essential to succeed in this fast-paced environment.

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