Senior / Premier Relationship Manager (Offshore - North Asia) - OCBC

WHO WE ARE: 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 ambitions remain the same: to deliver exceptional customer experiences and build lasting relationships. ABOUT THE TEAM: The OCBC Premier and Offshore Banking team is dedicated to providing comprehensive wealth management solutions to affluent clients. We strive to offer our clients exceptional service and a wide range of financial products and services to help them achieve their financial goals. Our team is made up of experienced and knowledgeable professionals who are passionate about helping our clients succeed. JOB PURPOSE: To acquire, manage, and deepen relationships with a portfolio of offshore clients, focusing on North Asia markets. Provide comprehensive wealth management solutions and services, ensuring exceptional client experience and achieving business targets. KEY RESPONSIBILITIES: * Acquire and onboard new Premier/Offshore clients through proactive outreach, referrals, and networking, focusing on clients from North Asia. * Manage and grow a portfolio of existing Premier/Offshore clients, providing ongoing relationship management and financial advisory services. * Understand clients’ financial needs, goals, and risk profiles to provide tailored wealth management solutions, including investment products, insurance, and other banking services. * Conduct regular client reviews to assess portfolio performance, rebalance investments, and update financial plans. * Stay abreast of market trends, economic conditions, and regulatory changes to provide informed advice to clients. * Collaborate with internal teams, such as investment specialists, insurance specialists, and product specialists, to deliver comprehensive solutions to clients. * Ensure compliance with all relevant regulations, policies, and procedures. * Meet or exceed business targets, including revenue generation, asset growth, and client acquisition. * Provide excellent customer service to ensure client satisfaction and retention. REQUIREMENTS: * Bachelor's degree in business, finance, or a related field. * Minimum 5 years of experience in relationship management, wealth management, or a related role, with a focus on offshore clients. * Strong understanding of financial markets, investment products, and wealth management strategies. * Proven track record of acquiring and managing high-net-worth clients. * Excellent communication, interpersonal, and presentation skills. * Strong analytical and problem-solving skills. * Ability to work independently and as part of a team. * Fluency in English and Mandarin (to liaise with North Asia clients). * Relevant certifications, such as CACS, CFA, CFP or other relevant professional qualifications. BENEFITS: * Competitive salary and benefits package. * Opportunities for career advancement and professional development. * A dynamic and supportive work environment. * The opportunity to work with a leading financial institution.