At a glanceSummarised by Seekless from the posting.
Must have6
Degree in a relevant field, such as finance, economics, or business
At least 5 years of experience in sales, preferably in the banking or financial services industry
Excellent communication and interpersonal skills
Strong knowledge of financial products and services, including investment and wealth management
Results-driven, with a strong track record of meeting and exceeding sales targets
Team player, with the ability to collaborate with internal stakeholders
Benefits
Health insurance
Professional development
Flexible benefits
WHO WE ARE:
As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.
Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.
We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.
Your Opportunity Starts Here.
About the role
This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager.
Premier Relationship Manager
Why Join
Imagine a role where you can build long-lasting relationships with high net worth individuals and help them achieve their financial goals. As a Premier Banking Sales professional at OCBC, you’ll have the opportunity to work with a diverse range of clients, providing tailored financial solutions that meet their unique needs. You’ll be part of a team that values excellence, innovation, and customer satisfaction.
How you succeed
To excel in this role, you’ll need to develop a deep understanding of our clients’ financial goals and aspirations. You’ll work closely with them to identify opportunities for growth, and provide expert advice on investment, wealth management, and other financial products. Your ability to build trust, communicate effectively, and provide exceptional service will be key to your success.
Responsibilities
What you do
•
Manage a portfolio of high net worth clients, providing tailored financial solutions and advice
•
Develop and maintain relationships with clients, identifying opportunities for growth and providing exceptional service
•
Collaborate with internal stakeholders to provide a seamless client experience
•
Stay up-to-date with market trends and developments, providing expert advice to clients
•
Meet and exceed sales targets, contributing to the growth and success of the Premier Banking team
Requirements
Who you are
•
A degree in a relevant field, such as finance, economics, or business
•
At least 5 years of experience in sales, preferably in the banking or financial services industry
•
Excellent communication and interpersonal skills, with the ability to build strong relationships with clients
•
Strong knowledge of financial products and services, including investment and wealth management
•
Results-driven, with a strong track record of meeting and exceeding sales targets
•
A team player, with the ability to collaborate with internal stakeholders to achieve common goals
Who we are
As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.
Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation.
But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.
We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here.
Benefits
What we offer
Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Equal opportunity. Fair employment. Selection based on ability and fit with our culture and values. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.
What we offer:
Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.