Senior Premier Relationship Manager
5 days ago
We are seeking a highly skilled and experienced Premier Banking Relationship Manager to join our team at OCBC Bank. As a key member of our Premier Private Client & Premier Banking Asia team, you will be responsible for acquiring and prospecting new Premier Banking Offshore customers from the North Asia market, with a focus on Taiwan.
Key Responsibilities:
- Actively acquire and prospect new Premier Banking Offshore customers from the North Asia market, with a focus on Taiwan.
- Develop and strengthen relationships with existing affluent customers in accordance with relevant business goals.
- Contribute to the bottom-line of Premier Banking through the accomplishment of profit and growth targets.
- Manage 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.
Requirements:
- Minimum 5 years of sales experience in the banking and financial services industry, preferably in managing the affluent segment, and show consistent sales performance.
- Experience in covering the North Asian markets with a focus on Taiwan.
- Recognised university degree and possess 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.
- Multi-lingual and able to communicate effectively with Japanese-speaking, Cantonese-speaking, and Mandarin-speaking customers.
- Strong interpersonal, communication skills, and good at tele-consulting.
- Ability to work independently and in a team.
- Drive to succeed and focused and disciplined to achieve sales quota and revenue.
- Willing to travel for business.
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