Relationship Manager - Global Funds Coverage

About the role

OCBC's Non-Bank Financial Institutions (NBFI) team is looking for a Relationship Manager to cover a portfolio of Global Funds clients. The role involves building lasting relationships with influential non-bank financial institutions across insurance, securities brokers, finance/leasing companies, exchanges, regulated funds, payment service providers and fintech, and providing tailored financial solutions and advisory.

Key responsibilities

• Coverage support for an assigned portfolio of Global Funds clients, managing and monitoring client relationships and resolving day-to-day servicing issues.
• Handle client onboarding in line with OCBC's AML and regulatory requirements, open accounts according to operational guidelines, and manage treasury/FX onboarding and trading.
• Update client documentation as part of ongoing client servicing.
• Ensure compliance with bank policies: customer due diligence, account and periodic transaction reviews, and data quality.
• Assist team leads in identifying cross-selling opportunities and new revenue streams from existing clients.
• Perform an annual review of fund managers in the portfolio to confirm they remain licensed and regulated.

Required profile

• Degree in a relevant field such as Business Administration, Banking or Economics.
• At least 2-3 years of experience in sales or relationship management, preferably in the financial institutions space.
• Strong industry knowledge of the financial institutions landscape and its trends and challenges.
• Excellent communication and interpersonal skills, with the ability to build relationships with key decision-makers.
• Analytical, strategic and problem-solving skills, with strong negotiation and closing abilities in a fast-paced sales environment.
• Proactive, customer-focused team player and highly motivated self-starter eager to learn.

Required skills

• Proficiency in the MS Office Suite.
• Understanding of local regulations, bank controls and AML risk, with a focus on the asset management industry.

What we offer

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