Posted 10 days ago
Relationship Manager
AI Summary
Advises and maintains relationships with a portfolio of wealth management clients, achieving revenue targets, growing client assets and developing new business. Requires investment product knowledge and client interfacing skills.
About this role
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 full range of investment products and services offered by the bank, including executing client instructions and orders
- 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
- 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 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
Skills
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