Premier Banking Relationship Manager

4 weeks ago


Singapur, Singapore OCBC Bank Full time
Premier Banking Relationship Manager Role

At OCBC Bank, we are committed to investing in and developing our people. As a Premier Banking Relationship Manager, you will play a key role in acquiring and prospecting new Premier Banking Offshore customers, developing and strengthening their relationships with the Bank in accordance with relevant business goals.

Key Responsibilities
  • Actively acquire and prospect new Premier Banking Offshore customers, developing and strengthening their relationships with the Bank.
  • 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, with consistent sales performance.
  • Experience in covering the Thailand markets and/or with relevant portfolio in Thai markets.
  • Recognised university degree and 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.
  • Ability to communicate effectively in English, Mandarin, and/or Thai with offshore clients.
  • Strong interpersonal, communication skills, and good at tele-consulting.
  • Creative, meticulous, and able to work independently.
  • Initiative and drive to succeed, with a focus on achieving sales quota and revenue.
  • Willingness to travel for business.
Primary Location: Singapore

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