International Wealth Affluent Relationship Manager

About OCBC Bank

Established in 1932, OCBC is Singapore's longest-standing bank, committed to helping individuals and businesses realize their financial goals. Our approach centers on understanding each client deeply, providing tailored support, services, and career development opportunities. Currently, we are advancing through a transformative phase, utilizing technology and innovation to become a future-ready learning organization and aiming to be Asia's premier financial services partner for a sustainable future.

We invite you to be part of building tomorrow's bank, innovating financial service delivery, collaborating within supportive teams, fostering community value, growing client assets and investments, and pursuing extensive learning and career growth.

Role Overview

The International Wealth Affluent Relationship Manager position blends servicing Regional Premier clients alongside a specific group of offshore customers. This hybrid role involves:

• Encouraging clients from the Digital Offshore channel to increase their funding to meet Premier banking criteria.
• Collecting and verifying KYC/CDD details for Digital Offshore clients upgrading to Premier Banking.
• Delivering comprehensive 'one-stop' banking solutions to Regional Premier customers.
• Providing financial advisory services while promoting and cross-selling a wide array of financial products tailored to these customers.
• Actively managing customer relationships with a long-term focus.
• Motivating Regional Premier clients to elevate their accounts to meet Premier funding benchmarks.
• Strictly complying with all relevant policies, regulatory requirements, risk management, and compliance standards.

Qualifications and Personal Attributes

• Possession of a diploma or university degree relevant to the field.
• Experience in sales within retail banking settings.
• A goal-oriented mindset exhibiting persistence in overcoming challenges.
• Excellent communication skills paired with strong interpersonal abilities.
• Certification(s) in CMFAS such as RES5, M8, M8A, M9, M9A, or HI will be considered advantageous.

Benefits

OCBC offers a competitive base salary complemented by a flexible, comprehensive benefits package suited to various lifestyles. We prioritize community engagement, provide cutting-edge learning and professional development programs, and focus on employee wellbeing, growth, and ambitions as attentively as we do our clients' needs.