Emerging Affluent Relationship Manager
External
Ocbc · Ocbc, SingaporePrepare for this interview
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About the role
As Singapore's longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires. Today, we're on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia's leading financial services partner for a sustainable future. We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here. 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
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
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