OCBC
Financial Services
PremierRelationshipManager
Neural analysis suggests this role is
optimal for Mid candidates.
“Premier Relationship Manager at OCBC. Skills: Relationship Management, Client Management, Financial Solutions. Manage a portfolio of high net worth clients. Provide tailored financial solutions and advice”
What You'll Achieve.
Grow the client base; Drive client loyalty and growth
Industry & Context.
What They're Looking For.
Must Have
Degree in a relevant field, such as finance or business, At least 5 years of experience in private banking or wealth management, Understanding of investment products and financial markets, Ability to build relationships with high net worth individuals and families, Business development and sales skills
What You'll Do.
Manage a portfolio of high net worth clients
Provide tailored financial solutions and advice
Develop and maintain long-term relationships with clients
Identify opportunities to provide value-added services
Conduct regular portfolio reviews
Provide market updates to clients
Identify and pursue new business opportunities
How You'll Work.
Team & Collaboration
Collaborate with internal stakeholders to deliver integrated financial solutions
Communication Scope
Excellent communication and interpersonal skills
Full Job Description
# **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. # This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager. Premier Banking Affluent Client Relationship Management Why Join Imagine building long-lasting relationships with high net worth individuals and families, helping them achieve their financial goals and aspirations. As a Premier Banking Affluent Client Relationship Manager at OCBC, you'll have the opportunity to work with a select group of clients, providing tailored financial solutions and exceptional service. How you succeed It starts with understanding the unique needs and desires of each client. You'll take a holistic approach to relationship management, identifying opportunities to provide value-added services and solutions that meet their individual needs. By building trust and delivering exceptional service, you'll drive client loyalty and growth. What you do \- Manage a portfolio of high net worth clients, providing tailored financial solutions and advice \- Develop a
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