Manages and grows relationships with high-value clients, advises them on investment products and services, meets revenue targets, develops new business, increases client assets and market share, and ensures quality client servicing. The role requires strong communication, business acumen, entrepreneurial drive, portfolio-management experience, and preferably professional CACS qualifications and English-Chinese fluency.
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!
This position is responsible for advising clients and maintaining client relationships within the marketing function.
- 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
- Experienced relationship manager with a strong track record in managing sizeable client portfolios and deepening client relationships
- 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/second language 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
OCBC Bank Singapore, Singapore, SGP Office
Singapore, Singapore
OCBC Bank Singapore Office
Singapore
OCBC Bank Singapore Office
Singapore
Similar Jobs
Insurance • Payments • Financial Services
Manages and grows corporate banking relationships by identifying cross-sell and cross-border opportunities, acquiring new customers, conducting credit analysis, structuring loans, and preparing credit memos. Coordinates annual reviews, loan documentation, customer due diligence, and loan implementation with internal teams. Ensures compliance with bank policies and central bank regulations while leveraging strong business networks, credit writing, communication, and trade finance expertise.
Financial Services
Advises clients on investment products and services while managing and deepening sizeable client portfolios. Builds market share, grows client assets, achieves annual revenue targets, develops new business, maintains trusted client relationships, stays current on products, and monitors service quality. The role requires strong communication, business acumen, entrepreneurial drive, and fluency in English and Chinese or another second language.
Financial Services
Advise and maintain relationships with a dedicated client portfolio, grow assets under management and market share, achieve annual revenue targets, provide investment product guidance, develop new business, monitor service quality, and identify opportunities for product development. The role requires managing an AUM book of USD 150–200 million or more and serving English- and Chinese-speaking clients.
What you need to know about the Singapore Tech Scene
The digital revolution has driven a constant demand for tech professionals across industries like software development, data analytics and cybersecurity. In Singapore, one of the largest cities in Southeast Asia, the demand for tech talent is so high that the government continues to invest millions into programs designed to develop a talent pipeline directly from universities while also scaling efforts in pre-employment training and mid-career upskilling to expand and elevate its workforce.
