Relationship Manager - Global Funds Coverage

About OCBC

Established in 1932, OCBC is Singapore's longest-running bank, focused on empowering individuals and corporations to fulfill their ambitions. The bank embraces transformation through technology and creativity to evolve into a future-ready learning organization with a clear goal of becoming Asia's foremost financial services partner for sustainable futures.

Role Overview

As a vital member of the Non-Bank Financial Institutions (NBFI) team, you will cultivate longstanding relationships with key players in the region's non-bank financial sectors, including Insurance, Securities Brokerage, Finance/Leasing, Exchanges, Regulated Funds (private capital), Payment Service Providers, and Fintech. Your role is to understand client requirements, offer tailored financial advice, and promote business expansion by delivering comprehensive financial solutions.

Products and Services

• Cash account setup and liquidity management
• Digital payment and collection mechanisms
• Treasury offerings including FX, fixed income, equities, interest rates, structured notes, and derivatives
• Credit facilities such as bilateral, syndicated, and club loans
• Capital raising in public debt and equity markets
• Provision of bank guarantees and standby letters of credit
• Strategic advisory services

Key Responsibilities

• Manage an assigned portfolio of global funds clients with consistent oversight and relationship nurturing
• Address day-to-day client servicing issues and maintain smooth communication
• Handle client onboarding processes compliant with AML and regulatory standards, including account openings and treasury/FX onboarding and trading
• Update and maintain documentation for ongoing client servicing
• Adhere strictly to bank policies including customer due diligence, transaction reviews, and ensuring data accuracy
• Support identifying cross-selling opportunities and new revenue streams within existing accounts
• Conduct annual compliance reviews to confirm fund managers’ licensing and regulation status

Candidate Profile

• Degree holder in Business Administration, Banking, Economics, or related fields
• 2 to 3 years’ experience in sales or relationship management within financial institutions preferred
• In-depth knowledge of financial institutions’ landscape and current challenges and trends
• Exceptional communication and interpersonal skills for building and maintaining key stakeholder relationships
• Strong analytical abilities, strategic thinking, alongside effective problem-solving and time management skills
• Proven negotiation skills and ability to perform in dynamic sales settings
• Independent, confident, customer-oriented team player who supports colleagues proactively
• Highly motivated self-starter with a keen eagerness to learn continuously
• Proficiency in Microsoft Office Suite

Collaboration and Interaction

You will regularly coordinate with Relationship Managers and clients to resolve service issues promptly.

Development and Rewards

• Enhance your understanding of local regulations, bank controls, and AML risks within the asset management sector
• Benefit from a nurturing environment that supports career growth and recognizes accomplishments
• Expand your professional network and progress your banking career
• Refine your interpersonal, analytical, and research capabilities

Additional Information

OCBC provides a competitive base salary paired with a comprehensive range of flexible benefits tailored to varied lifestyles. Community engagement initiatives and industry-leading learning opportunities underscore the bank’s commitment to your professional and personal wellbeing. Equal employment opportunities and selection based strictly on merit and cultural fit are emphasized.