Relationship Manager

About This Role

This role involves building lasting relationships with high net worth individuals and helping them achieve their financial goals. As a Private Banking professional, you will provide tailored financial solutions to a diverse range of clients within OCBC Group's global network.

Responsibilities

• Manage a portfolio of high net worth clients, providing tailored financial solutions and advice
• Develop and maintain strong relationships with clients, understanding their financial goals and aspirations
• Identify new business opportunities and grow the client base through referrals and networking
• Collaborate with internal stakeholders, including investment specialists and wealth planners, to deliver comprehensive financial solutions
• Stay up-to-date with market trends and regulatory changes, ensuring that clients receive the best possible advice

Requirements

• A degree in a relevant field, such as finance or economics
• At least 5 years of experience in private banking or a related field
• Strong relationship-building and communication skills, with the ability to work with high net worth individuals
• In-depth knowledge of financial markets, products, and services
• A strong understanding of regulatory requirements and industry best practices
• A proactive and client-centric approach, with a focus on delivering exceptional service

Benefits

• A suite of holistic, flexible benefits to suit every lifestyle
• Community initiatives
• Industry-leading learning and professional development opportunities

About the Company

As Singapore's longest established bank, OCBC has been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. The company is on a journey of transformation, leveraging technology and creativity to become a future-ready learning organisation with a strategic ambition to be Asia's leading financial services partner for a sustainable future.