Relationship Manager, Greater China

About the role

OCBC Bank is looking for a Relationship Manager for its Private Banking business in Greater China. The role centres on building long-term relationships with high net worth individuals and families, understanding their needs and offering tailored financial solutions such as investment and wealth planning advice.

Key responsibilities

• Develop and maintain client relationships and act as a trusted advisor to a group of dedicated clients.
• Build market share and increase client asset size over time.
• Advise clients on investment products and services.
• Contribute to new business development and anticipate business opportunities.
• Keep up to date with products and services and may give input on new product development.
• Monitor tasks for quality assurance to meet client servicing needs.
• Meet annual revenue targets and objectives.

Required profile

• At least 8 to 10 years of relevant experience.
• Good interpersonal, communication and client-interfacing skills.
• University degree.
• Professional qualifications such as CACS Papers I and II are preferred.
• Fluent reading, writing and communication in both English and Chinese are strongly preferred, as the role deals with clients.

What we offer

• Competitive base salary.
• A suite of flexible benefits and community initiatives.
• Learning and professional development opportunities.