Premier Relationship Manager

19 hours ago

Singapur, Singapore OCBC Bank Full time
Job Summary

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, developing and strengthening their relationships with the Bank, and contributing to the bottom-line of Premier Banking through the accomplishment of profit and growth targets.

Key Responsibilities
  • 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.
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 Thailand markets and/or with relevant portfolio in Thai markets.
  • 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.
  • Must be able to communicate effectively in English, Mandarin and/or Thai with offshore clients.
  • Exhibit strong interpersonal, communication skills and good at tele-consulting.
  • Creative, meticulous and possess the ability to work independently.
  • Have the initiative and drive to succeed and is focused and disciplined to achieve the sales quota and revenue.
  • Willing to travel for business.

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