Business Development Manager, Consumer Financial Services

Reposted 10 Hours Ago
Be an Early Applicant
Hiring Remotely in Hong Kong
Remote
Senior level
Financial Services
The Role
Acquire new-to-bank affluent customers via internal and external partnerships, build referral networks, collaborate with internal business units, drive premium financing acquisition with insurance partners, and meet acquisition and cross-sell targets.
Summary Generated by Built In
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 ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.

 We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.

Your Opportunity Starts Here.

Job Summary:

Reporting to the Head of Business Development, for RI related activities need to report to Head of Channel Partnership. Senior Business Development Manager (SBDM) is a sales acquisition responsible for acquiring new-to-bank customers via an external and internal partnership which subsequently creates cross-selling opportunities by other business units to maximize revenue for the Bank in an affluent market segment.

Main Responsibilities:    

Any regulated activities that required RI Licenses which will be handled by the upper dotted line reporting to Head of Channel Partnership. Strategic goals - To align with the Bank’s goal in expanding the customer base for Premier Banking and Premium Financing NTB for further cross-selling opportunities by proactively collaborating with both internal and external partners. To build a strong network of referral sources for new-to-bank customers via external partnership not limited to insurance companies, corporate secretaries, etc. To collaborate closely with key internal business partners (Wholesale Banking/Commercial Banking) to solicit qualify referrals. To acquire Premium Financing business by working proactively with insurance companies (agency and brokers level) from briefing sessions, incoming enquiries, premium loan applications to loan draw down completion. To meet the acquisition target by referring business to branches and for cross-selling opportunities.

Academic Qualifications          :     Bachelor’s degree holder of any discipline         

Associateship / Membership  :

Professional Qualifications     :     Licensed insurance TR (paper 1 and 3)

(e.g. CPA, HKSI, IIQE, etc.)

Working Experience                  :     10+ years of working experience in sales acquisition for high net-worth customers

What we offer:


Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

Skills Required

  • Bachelor's degree in any discipline
  • Licensed insurance TR (paper 1 and 3)
  • 10+ years experience in sales acquisition for high net-worth customers
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The Company
0 Employees
Year Founded: 1932

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.

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