Manage and grow a portfolio of clients by providing investment advice, developing new business, achieving revenue targets, expanding client assets, and ensuring high-quality client service.
Bank of Singapore opens doors to new opportunities.
At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group’s global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today!
General Description
This position is responsible for advising and maintaining client relationships in the marketing function.
Main Duties
- Develops and maintains client relationships.
- Responsible for achieving annual revenue targets and objectives.
- Trusted advisor who succeeds in maintaining a group of dedicated clients.
- Builds market share; able to enhance client asset size over time.
- Competent in advising clients on investment products and services.
- Actively involved in new business development; able to anticipate and capitalize on business opportunities.
- Keeps up to date with products and services; may give input for new product development.
- Monitors tasks for quality assurance to meet client servicing needs.
Qualifications - External
- At least 10 - 15 years’ relevant experience
- Strong interpersonal, communication and client interfacing skills
- Good university degree
- Preferably completed professional qualifications: CACS Papers I and II
- Driven and entrepreneurial
- Good business acumen
- Able to read, write and communicate fluently in both English and Chinese are strongly preferred as this role is required to deal with clients.
- Responsible for achieving annual revenue targets and objectives.
- Trusted advisor who succeeds in maintaining a group of dedicated clients.
- Builds market share; able to enhance client asset size over time.
- Competent in advising clients on investment products and services.
- Actively involved in new business development; able to anticipate and capitalize on business opportunities.
- Keeps up to date with products and services; may give input for new product development.
- Monitors tasks for quality assurance to meet client servicing needs.
Reporting To
Team Head/Market Head
OCBC Bank Singapore, Singapore, SGP Office
Singapore, Singapore
OCBC Bank Singapore Office
Singapore
OCBC Bank Singapore Office
Singapore
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