OCBC

International Wealth Affluent Relationship Manager

OCBC

Singapore · Full Time

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Experience
Any
Salary
Openings
1
Posted
2 days ago
Work mode
In office
Education
Degree or Diploma
Resume
Required to apply

Where you'll work

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Job description

About the Company

Established in 1932, OCBC is Singapore's longest standing bank dedicated to helping individuals and businesses achieve their aspirations by offering tailored financial support and personalized services. The bank is currently undergoing transformation by integrating advanced technology and creativity to evolve into a future-ready learning organization. OCBC aims to be Asia's leading financial services partner focusing on sustainable growth.

Job Overview

This hybrid role involves servicing both Regional Premier customers and a specific group of offshore clients. It requires providing comprehensive financial solutions and fostering strong long-term relationships with clients.

Key Responsibilities

  • Promote upgrading of customers from the Digital Offshore channel to meet Premier banking funding requirements by securing necessary KYC and CDD documentation.
  • Deliver comprehensive, one-stop banking solutions to Regional Premier customers, offering financial advice and cross-selling a broad range of financial products and services.
  • Proactively manage client relationships to build lasting bonds with customers.
  • Encourage Regional Premier clients to increase funding to meet Premier banking standards.
  • Comply with all relevant policies, regulatory requirements, risk management, and compliance standards.

Qualifications and Skills

  • Possess a degree or diploma in a related discipline accompanied by experience in retail banking sales.
  • Demonstrate a results-oriented approach with strong determination to tackle challenges.
  • Exhibit excellent communication and interpersonal abilities.
  • Holding CMFAS certifications in RES5, M8, M8A, M9, M9A, or HI is advantageous.

Compensation and Benefits

  • Competitive base salary.
  • A variety of flexible and holistic benefits tailored to diverse lifestyles.
  • Engagement in community programs.
  • Industry-leading opportunities for professional development and continuous learning.
  • A supportive environment focusing on employee wellbeing, growth, and aspiration fulfillment.

Minimum education

Diploma / ITI / Vocational

How they work

Communication Decision Making Relationship Building Interpersonal Skills

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