Emerging Affluent Relationship Manager - Premier Banking Asia
External
Oversea-chinese Banking · Ocbc Centre East, SingaporePrepare for this interview
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Requirements
- A degree or diploma in the relevant field, with experience in retail banking sales
- A results-driven mindset with a strong desire to overcome challenges
- Exceptional communication and interpersonal skills
- CMFAS certifications in RES5, M8, M8A, M9, M9A, HI is an added advantage
Additional Information
The Emerging Affluent Relationship Manager is a hybrid role and will service both Regional Premier customers and designated group of offshore customers. Digital Offshore Encourage upfunding of customers from Digital Offshore channel to fulfil Premier funding criteria Obtain KYC/CDD information of upfunded customers to upgrade to Premier Banking Regional Premier To provide "one-stop" banking solutions to our Regional Premier customers. To provide financial advisory, promote and cross-sell a comprehensive range of financial products and services to this group of customers To proactively manage and build long term customer relationship Encourage upfunding of customers from Regional Premier channel to fulfil Premier funding criteria Ensure adherence to the relevant policies, regulatory risk and compliance matters
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