Premier Relationship Manager
OCBC Bank(27 days ago)
About this role
A Premier Relationship Manager at OCBC builds and maintains long-term relationships with high-net-worth individuals and families, providing tailored banking and wealth solutions to help them achieve their financial goals. The role focuses on understanding client needs, delivering customized advice across investments, insurance, and lending, and collaborating with internal specialists to provide integrated service. The position is branch-based and contributes to client retention, revenue growth, and branch performance.
Required Skills
- Relationship Management
- Portfolio Management
- Client Acquisition
- Cross-Selling
- Wealth Management
- Mortgage Loans
- Investment Products
- Insurance
- Sales
- Coaching
+2 more
Qualifications
- Bachelor's Degree
- Insurance License
- Investment Qualification
About OCBC Bank
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