3 周前发布

Premier Relationship Manager, Offshore Banking

OCBC Bank (Hong Kong) Limited

职位描述

OCBC is the longest established Singapore bank, formed in 1932 from the merger of three local banks, the oldest of which was founded in 1912. Since our incorporation, we have been enabling people and communities to realise their aspirations. This is our purpose.

As the second-largest financial services group in Southeast Asia by assets, we hold one of the world’s highest credit ratings: Aa1 by Moody’s and AA- by both Fitch and S&P. Our commitment to excellence has earned us numerous industry accolades, reinforcing our reputation as one of Singapore’s best banks.

With a deep history in Asia, we offer the most comprehensive coverage across ASEAN and Greater China, complemented by a presence in the leading economies of New York, London and Sydney. As One Group, we support your ambitions across borders with our deep local knowledge – be it growing your personal wealth or capturing business opportunities – for now, and beyond.

OCBC offers private banking services through our wholly-owned subsidiary, Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals.

Great Eastern Holdings, our insurance subsidiary, is the oldest and most established life insurance group in Singapore and Malaysia.

Lion Global Investors, our asset management subsidiary, is one of the leading asset management companies in Southeast Asia.

The Group has over 400 branches and representative offices in 19 countries and regions.

Responsibilities:

  • Working closely with Business Development Managers to bring in new business and ensure smooth hand-over and partnership in managing customer experience

  • Up-sell, cross sell and provide regular market updates for investment and insurance products to customers

  • Contribute to the bottom-line of Premier Banking through the accomplishment of revenue and growth targets

  • Constantly identifying customer’s needs and opportunities

  • Provide quality and professional services to wealth customers, ensuring superior customer service and contribute to the overall customer experience of Premier Banking

  • Develop and entrench in the relationship with the customers, acquiring New-to-bank customers through existing customers

  • Compliant with local laws, regulations, bank’s policies, including risk management policies and procedures

    Requirements:

  • Degree holder

  • A pass in HKSI 1,7,8 and IIQE 1,2,3 will be an advantage;

  • At least 5 years of sales experience, preferably in a Banking environment

  • Proven track record in developing customer acquisition channels

  • Team player, sales-driven with good interpersonal skills

  • Sound knowledge of banking products, such as insurance and wealth management products in mainland, Hong Kong and Singapore

  • Proficiency in MS office applications

  • Good presentation and communication skills

  • Good command of written and spoken English and Chinese (Putonghua)

  • Able to adapt well in a sales and service oriented environment

  • In-depth appreciation of mainland culture and practices. Candidates admitted under the Immigration Arrangements for Non-local Graduates (IANG) are welcome

其他细节

职位空缺来源
CTgoodjobs
参考编号
3153794-01#0179
发布日期
2025年11月10日
关键词
Banking / Finance - Retail Banking, Banking, Full-time, Middle management level, Degree, Banking Products, Business Development, Communication Skills, Cross-Sell, Customer Acquisition, Customer Experience, Customer Service, HKSI, IIQE, Immigration, Insurance, Interpersonal Skills, Investment, Law, MS Office, New Business, Partnerships, Policies, Putonghua, Relationship Manager, Risk Management, Service-Oriented, Spoken English, Upsell, Wealth Management
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