Advise and maintain client relationships for private banking, achieve annual revenue targets, grow client assets and market share, recommend investment products, pursue new business opportunities, contribute product feedback, and ensure quality client servicing.
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
- AUM book size of minimum USD 150 to 200 mio
- At least 3-5 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 English 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
2 Days Ago
Financial Services
Acquire, advise, retain, and grow HNW/UHNW international and UK-connected client relationships, especially expatriates in Singapore. Provide tailored investment and wealth management solutions while addressing cross-border tax, residence, domicile, trust, offshore structure, suitability, AML/CFT, and regulatory considerations. Build a sustainable client book, generate revenue and assets, conduct portfolio reviews, coordinate with investment and external tax/legal specialists, and represent Schroders through meetings, events, and referrals.
Fintech • Payments • Financial Services
Supports Relationship Managers and Group Heads with private banking client administration, meeting preparation, reporting, documentation, travel and expense coordination, business initiatives, and client servicing. Maintains accurate records, supports customized client requests, follows regulatory and compliance requirements, manages pending issues, escalates risks, and helps improve processes while delivering professional service to clients and internal stakeholders.
Top Skills:
CRMDias
Fintech • Payments • Financial Services
Supports Relationship Managers and Group Heads with private banking client administration, meeting preparation, documentation, reporting, travel coordination, expense claims, and customized client requests. Assists with business initiatives, risk controls, regulatory compliance, account openings, issue escalation, and accurate CRM documentation. Requires strong client-service skills, private banking product knowledge, financial market awareness, regulatory understanding, precision, integrity, and MAS SFA and/or FAA representative status.
Top Skills:
CRMDiasMas FaaMas Sfa
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.
