Premier Private Client Relationship Manager

5 days ago

Singapur, Singapore OCBC Bank Full time
Job Summary

We are seeking a highly motivated and experienced Client Advisor to join our Premier Private Client team. As a Client Advisor, you will be responsible for acquiring and prospecting new customers, developing and strengthening relationships with existing customers, and contributing to the bottom-line of Premier Private Client through the accomplishment of profit and growth targets.

Key Responsibilities
  • Actively acquire and prospect new customers for the Premier Banking - Private Client (Onshore) segment.
  • Develop and strengthen relationships with existing customers in accordance with relevant business goals.
  • Contribute to the bottom-line of Premier Private Client 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 customers.
  • Ensure superior customer service and contribute to the overall customer experience of Premier Private Client.
Requirements
  • 5 years or more of wealth management sales experience in the banking and financial services industry, preferably in managing the affluent segment.
  • Recognised university degree and accreditation in CACS Paper 1 & Paper 2 and HI.
  • Sound knowledge of banking products and services, including investment products such as unit trusts, bancassurance, and treasury products.
  • Strong interpersonal, communication skills, and good at tele-consulting.
  • Initiative, integrity, and ability to work independently and as a team.
  • Drive to succeed and focus on achieving sales quota and revenue.
Working Environment

This role is based in Singapore and requires a full-time commitment. The ideal candidate will be a team player with a strong work ethic and a passion for delivering exceptional customer service.

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