About This Role
This Relationship Manager role in Sales at OCBC focuses on building long-term client relationships and helping them achieve their financial goals. It suits a results-driven professional with strong communication skills who can develop tailored solutions in a dynamic financial services environment.
Responsibilities
- Manage a portfolio of client relationships and develop strategies to grow those relationships
- Identify new sales opportunities and develop pitches and proposals to win new business
- Build and maintain relationships with key decision-makers at client companies
- Collaborate with colleagues from other teams to develop and implement sales strategies
- Stay up-to-date with market trends and developments, and use that knowledge to identify new sales opportunities
- Proactively manage and grow a portfolio of TMT clients, driving business development while ensuring high standards of customer service and credit quality
- Develop account strategies and originate transactions through robust financial and risk analysis aligned with the bank’s risk appetite
- Collaborate closely with the Group TMT team, LAM teams, and product partners to deliver comprehensive corporate banking solutions — including loans, supply chain financing, cash management, treasury services, and investment banking products
- Prepare and submit credit proposals, reviews, pitchbooks, and ensure timely execution of deals
- Maintain regular client contact for daily servicing matters and ongoing account monitoring
- Liaise with legal and compliance departments to complete documentation and KYC procedures
- Prepare internal reports to facilitate strategic business planning and management decision
Requirements
- Degree in a relevant field, such as business or finance
- At least 3 years of experience in sales or relationship management, preferably in the financial services industry
- Excellent communication and interpersonal skills, and ability to build strong relationships with clients and colleagues
- Ability to think strategically and develop creative solutions to complex problems
- Results-driven and able to work in a fast-paced environment
- Bachelor’s degree in Finance, Economics, or a related discipline
- At least 3 years (for Manager) / 7 years (for AVP) of relevant experience in corporate or investment banking
- Strong interest in the TMT sector, with a proactive attitude toward learning and adapting to new industry trends
- Resilient and adaptable in a dynamic environment
- Solid credit and financial analysis skills, with experience in industry research
- Fluent in both spoken and written English
