Senior Relationship Manager (Finance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Senior Relationship Manager (Finance): Managing and developing high-net-worth client relationships in a private banking environment with an accent on investment advisory and portfolio growth. Focus on acquiring new business, achieving revenue targets, and providing comprehensive financial solutions within the OCBC Group network.
Location: Onsite in Singapore
Company
is Asia’s global private bank, providing wealth management services and investment advisory as part of the OCBC Group.
What you will do
- Develop and maintain long-term relationships with a dedicated group of private clients.
- Achieve annual revenue targets through effective advisory on investment products and services.
- Drive business growth by acquiring new clients and capitalizing on market opportunities.
- Monitor and enhance client asset size over time through strategic portfolio management.
- Collaborate with internal teams to provide high-quality client service and quality assurance.
- Contribute insights for the development of new investment products and service offerings.
Requirements
- 10-15 years of relevant experience in a relationship management or financial advisory role.
- Fluent in English and Chinese to communicate effectively with the target client base.
- Strong business acumen and entrepreneurial mindset for business development.
- University degree required; CACS Papers I and II professional qualifications preferred.
- Excellent interpersonal and communication skills suitable for high-level client interfacing.
- Ability to work onsite full-time in Singapore.
Culture & Benefits
- Competitive remuneration packages with attractive performance-based components.
- Opportunities for career development and internal mobility within the OCBC Group.
- Emphasis on professional growth through dedicated training and development programs.
- Collaborative, fair, and open team culture focused on teamwork and shared success.
- Access to a global network of subsidiaries and international professional opportunities.
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