Prepare and proactively execute sales plans for prospective customers sourced from the Bank’s leads (LMS) and self-generated leads.
Actively participate and collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns for customer acquisition and retention.
Provide investment and wealth advisory services to customers, including portfolio management support.
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Proactively identify, prospect, and acquire new SME and commercial clients through outbound business development activities, networking, referrals, cold calling, industry events, and strategic partnerships.
Follow up on leads in a timely manner, conduct discovery discussions, and convert qualified prospects into active clients.
Serve as the primary point of contact for clients, understanding their business operations, financing needs, and growth plans, while recommending suitable financing solutions.
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To provide appropriate financial solutions to our Premier Banking customers and expand the Premier Franchise by acquiring new Premier Banking customers via various marketing initiatives.
To plan, organize, participate and execute event and sales activities inline with the Premier Banking business direction and related sales initiatives.
To provide excellent customer experience to our Premier Banking customers at all touch points via 3 distinctive service elements ie cared for, excellent and enhanced value.
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Develop and originate new borrowing relationships which involve in-depth understanding of the clients (Know Your Customer) and negotiation on key issues including but not limited to facility structure, pricing, security arrangement, covenants and terms and conditions.
Prepare and present full set of credit application for approval by the relevant approving authority.
Liaise closely with Group Credit Administration (GCA) and Group Legal to ensure timely issuance of Letter of Offer or Letter of Advice, as the case may be, and perfection of relevant security documentation as per approved terms and conditions for swift facility implementation and drawdown.
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Develop and originate new borrowing relationships which involve in-depth understanding of the clients (Know Your Customer) and negotiation on key issues including but not limited to facility structure, pricing, security arrangement, covenants and terms and conditions.
Prepare and present full set of credit application for approval by the relevant approving authority.
Liaise closely with Group Credit Administration (GCA) and Group Legal to ensure timely issuance of Letter of Offer or Letter of Advice, as the case may be, and perfection of relevant security documentation as per approved terms and conditions for swift facility implementation and drawdown.
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Prepare and proactively execute sales plans for prospective customers sourced from the Bank’s leads (LMS) and self-generated leads.
Actively participate and collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns for customer acquisition and retention.
Provide investment and wealth advisory services to customers, including portfolio management support.
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Benefit from a strong culture of collaboration by learning from leaders and subject matter experts to drive change and impact in banking
Opportunity to fast track your career in Wealth Management
Building profitable relationships with customers from their portfolio, to deepen and broaden account relationships with the objective to generate revenue and focus on wealth management.
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Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads
Actively participate and collaborate with other sales personnel at PBC/branch/region on sales activities/campaigns for customer acquisition and retention
Prepare and provide investment & wealth financial advisory and assistance to customers for their investment/wealth portfolio management
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Conduct customer profitability analysis and account strategy formulation with the help of product specialists, as required, for both existing and potential clients. Execute the account strategy plan including cross-selling activities or phase-out activities.
Be the first-line primary contact person for the customer on all queries relating to credit, deposits and other products and services including on operational issues.
To develop and maintain professional customer relationships with key decision makers (viz. CEO, CFO, Head of Treasury, Head of HR etc).
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Manage and grow a portfolio of corporate and institutional clients, ensuring their financial needs are met through a comprehensive range of banking products and services.
Proactively identify and develop new business opportunities within the CBBC segment to expand the client base and increase market share.
* Conduct thorough financial analysis and due diligence on clients to assess creditworthiness and propose suitable financing solutions.
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Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads
Actively participate and collaborate with other sales personnel at PBC/branch/region on sales activities/campaigns for customer acquisition and retention
Prepare and provide investment & wealth financial advisory and assistance to customers for their investment/wealth portfolio management
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Attend to customers and assist CRMs in various wealth product transactions and account opening as needed or resolve problems highlighted by them immediately and accurately
Assist CRMs to attend to the referrals/ leads triggers when CRM is not around, i.e. training, out for appointment, on leave and etc
Produce all correspondences, i.e. letter, inquiries within specified turnaround time.
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Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads
Actively participate and collaborate with other sales personnel at PBC/branch/region on sales activities/campaigns for customer acquisition and retention
Prepare and provide investment & wealth financial advisory and assistance to customers for their investment/wealth portfolio management
...
Develop and originate new borrowing relationships which involve in-depth understanding of the clients (Know Your Customer) and negotiation on key issues including but not limited to facility structure, pricing, security arrangement, covenants and terms and conditions.
Prepare and present full set of credit application for approval by the relevant approving authority.
Liaise closely with Group Credit Administration (GCA) and Group Legal to ensure timely issuance of Letter of Offer or Letter of Advice, as the case may be, and perfection of relevant security documentation as per approved terms and conditions for swift facility implementation and drawdown.
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OCBC is seeking a Premier Banking Affluent Client Relationship Manager in Singapore to cultivate long‑term relationships with high net worth individuals, delivering tailored financial solutions and exceptional service.
The role involves managing portfolios, collaborating with internal teams, and identifying growth opportunities while upholding the bank’s standards and client-centered approach.
Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads
Actively participate and collaborate with other sales personnel at PBC/branch/region on sales activities/campaigns for customer acquisition and retention
Prepare and provide investment & wealth financial advisory and assistance to customers for their investment/wealth portfolio management
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Develop and execute sales strategies and business plans to drive growth within the assigned food industry segments, including key accounts, distributors, manufacturers, and OEM customers.
Achieve assigned sales targets in revenue, sales volume, profitability, and gross margin.
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Develop and execute sales strategies and business plans to drive growth within the assigned food industry segments, including key accounts, distributors, manufacturers, and OEM customers.
Achieve assigned sales targets in revenue, sales volume, profitability, and gross margin.
Identify, develop, and maintain a healthy sales pipeline through proactive business development activities and market expansion initiatives.
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Manage operating departmental budgets and costs according to annual allocation to ensure efficient usage of resources, where applicable
Develop and implement processes and strategies (local go-to-market strategies, sales strategies and customer strategies) for assigned customers to ensure achievement of goals
Monitor team key performance indicators achievement. Conduct regular reviews to provide feedback on achievements, performance gaps and requirements for improvement
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Manage operating departmental budgets and costs according to annual allocation to ensure efficient usage of resources, where applicable
Develop and implement processes and strategies (local go-to-market strategies, sales strategies and customer strategies) for assigned customers to ensure achievement of goals
Monitor team key performance indicators achievement. Conduct regular reviews to provide feedback on achievements, performance gaps and requirements for improvement
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To manage all assigned client portfolio/s to effectively achieve the organization’s targeted financial and management objectives as determined by the management.
To manage the profitability of assigned client portfolios and ensure recoveries of all service incomes on timely and effective manners.
To fully understand existing T&Cs contained in the Distribution and Supplemental Agreements to ensure consistent services are provided in alignment with contract stipulations.
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Manage operating departmental budgets and costs according to annual allocation to ensure efficient usage of resources, where applicable
Develop and implement processes and strategies (local go-to-market strategies, sales strategies and customer strategies) for assigned customers to ensure achievement of goals
Monitor team key performance indicators achievement. Conduct regular reviews to provide feedback on achievements, performance gaps and requirements for improvement
...
Manage operating departmental budgets and costs according to annual allocation to ensure efficient usage of resources, where applicable
Develop and implement processes and strategies (local go-to-market strategies, sales strategies and customer strategies) for assigned customers to ensure achievement of goals
Monitor team key performance indicators achievement. Conduct regular reviews to provide feedback on achievements, performance gaps and requirements for improvement
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Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients.
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Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients.
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