Senior Relationship Development Manager, Premier Private Client - OVERSEA-CHINESE BANKING CORPORATION LIMITED

Roles & Responsibilities

Why Join

As a Senior Relationship Development Manager at OCBC, you'll have the opportunity to build long-lasting relationships with our high net worth clients, understanding their unique needs and providing tailored financial solutions to help them achieve their goals. You'll be part of a team that values collaboration, innovation, and exceptional customer service.

How you succeed

To excel in this role, you'll need to take a proactive approach to identifying new business opportunities, building and maintaining strong relationships with clients, and working closely with internal stakeholders to deliver bespoke financial solutions. You'll need to stay up-to-date with market trends, regulatory requirements, and industry developments to provide expert advice and guidance to your clients.

What you do

1.Develop and maintain relationships with high net worth clients, understanding their financial goals and objectives

2.Identify new business opportunities and develop strategies to acquire new clients in the offshore markets (e.g. Greater China)

3.Collaborate with internal stakeholders, including investment specialists, wealth planners, and credit specialists, to deliver comprehensive financial solutions

4.Provide expert advice and guidance on investment products, wealth planning, and credit solutions

5.Develop and maintain a deep understanding of market trends, regulatory requirements, and industry developments

Who you are

1.A degree in a relevant field, such as finance, economics, or business

2.At least 8 years of experience in a similar role, preferably in private banking or wealth management. Offshore market (Greater China) experience is an added advantage

3.Strong relationship-building and communication skills, with the ability to work with high net worth clients

4.In-depth knowledge of investment products, wealth planning, and credit solutions

5.Strong analytical and problem-solving skills, with the ability to think strategically

6.A team player with a collaborative mindset, able to work effectively with internal stakeholders

Tell employers what skills you have

Negotiation

High Net Worth Individuals

Lead Generation

Interpersonal Skills

Exceptional Customer Service

Retail Banking

Networking

Communication Skills

Banking

Team Player

Customer Service

Disposition

Excellent Interpersonal Communication Skills

Financial Services

Acquisition Sales