Senior Client Strategist

3 weeks ago


Singapore OCBC Bank Full time
About the Role

We are seeking a highly skilled and experienced Senior Client Strategist to join our Premier Banking team in the Eastern Region.

Key Responsibilities:
  • Develop Strategic Relationships: Establish and maintain strong relationships with high net worth clients, providing them with tailored financial solutions and advice.
  • Drive Revenue Growth: Identify new business opportunities and develop strategies to increase revenue growth, meeting or exceeding targets.
  • Provide Exceptional Service: Proactively engage with clients to understand their needs, offering expert advice and ensuring high levels of customer satisfaction.
  • Stay Compliant: Ensure adherence to all regulatory requirements, submitting reports as needed and maintaining accurate records.
Requirements:
  • Qualifications: Minimum Diploma holder with relevant certifications, including UT-FIMM, Insurance-PCE Life, PCE General, and CEILI.
  • Experience: A minimum of 2 years sales or service experience in the financial industry, preferably with expertise in financial and non-financial markets.
  • Skills: Excellent communication and interpersonal skills, strong social networking abilities, and good transportation. Multi-lingual preferred.
What We Offer:
  • Competitive Salary: SGD 120,000 - SGD 180,000 per annum, depending on experience.
  • Benefits Package: Comprehensive benefits, including medical insurance, retirement plan, and generous leave entitlements.
  • Opportunities for Growth: Career advancement opportunities within OCBC Bank's global network.


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