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!
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!
What You Do
You will have the opportunity to work closely with experienced private bankers on new or existing accounts. This position offers a worthwhile challenge, as you will be thoroughly grounded on the fine traditions of private banking and will be able to fully develop your potential as to succeed in this specialized segment of the banking field.
Maintain systems and controls to ensure the Bank comply with rules and regulations in accordance with SFC Code of Conduct and HKMA guidelines by:-
Observing BOS policies and regulations at all times, include code of conduct, suitability, cross border restrictions and relevant ordinances of HK and Singapore.
Observing internal guidelines and maintaining data confidentiality.
Understanding the risk profile of the clients. Acting as a gatekeeper and ensure full compliance of sales process, RPQ, annual review of PI, AML, KYC, product mis-matching, etc.
Keeping client profiles and documentation complete, accurate and up-to-date.
Contributing to the team’s compliance standards by briefing new team members (RM and MA) about key procedures include order taking procedures, system access (Globus, RM Workbook, CRM, helpdesk support), business recovery and DR site, client relationship, etc.
Ensuring new regulatory/ internal policies are implemented and rolled up properly.
Respond to all clients’ enquiries and instructions, follow up on client issues and requests.
Coordinate with Product Groups, Operations and other functional counterparts.
Prepare CA and monitor credit review, line excess, margin call, collateral position, etc.
Prepare account review materials for RM or IC review on a regular basis.
Alert Relationship Manager and/or respective parties should special actions be required.
Provide administrative and client support to Relationship Manager/Senior Relationship Manager, include maintaining and updating client transaction records/ reports as well as client data (e.g. contact lists, account numbers, facilities details, status of credit reviews/ renewals, etc.), scheduling appointments, preparing correspondences, making travel arrangements, arranging meetings and receptions, producing presentation materials, collecting and preparing product and marketing materials etc.
Minimum 3-8 years’ related experience in client service, operations or sales support
Understand the basic mechanism of common financial products and services
Knowledge in credit, sales and marketing is preferable
Analytical, meticulous, sensitive to details and odds
Excellent communication and customer service skills
Fluency in Mandarin is essential for handling Greater China Markets
Distinction on seniority based on years of experience
Possess of regulatory license is required. (HKSI Licensing Examination Paper 1, 7 & 8)
A good team player
Effective communication and computer skills
Ability to read Chinese preferable
Attention to details and diligent
Top Skills
What We Do
OCBC is the longest established Singapore bank, formed in 1932 from the merger of three local banks, the oldest of which was founded in 1912. It is now the second largest financial services group in Southeast Asia by assets and one of the world’s most highly-rated banks, with an Aa1 rating from Moody’s. Recognised for its financial strength and stability, OCBC is consistently ranked among the World’s Top 50 Safest Banks by Global Finance and has been named Best Managed Bank in Singapore by The Asian Banker. OCBC and its subsidiaries offer a broad array of commercial banking, specialist financial and wealth management services, ranging from consumer, corporate, investment, private and transaction banking to treasury, insurance, asset management and stockbroking services. OCBC’s key markets are Singapore, Malaysia, Indonesia and Greater China. It has more than 570 branches and representative offices in 19 countries and regions. These include about 300 branches and offices in Indonesia under subsidiary Bank OCBC NISP, and over 90 branches and offices in Mainland China, Hong Kong SAR and Macau SAR under OCBC Wing Hang. OCBC’s private banking services are provided by its wholly-owned subsidiary Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals. OCBC's insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia. Its asset management subsidiary, Lion Global Investors, is one of the largest private sector asset management companies in Southeast Asia.
