Emerging Affluent Relationship Manager

Reposted 3 Days Ago
Be an Early Applicant
Singapore, SGP
In-Office
Mid level
Financial Services
The Role
The Emerging Affluent Relationship Manager focuses on providing banking solutions, financial advisory, and building long-term customer relationships for affluent clients while ensuring compliance with policies and regulations.
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.

The Emerging Affluent Relationship Manager is a hybrid role and will service both Regional Premier customers and designated group of offshore customers.

Digital Offshore

  • Encourage upfunding of customers from Digital Offshore channel to fulfil Premier funding criteria

  • Obtain KYC/CDD information of upfunded customers to upgrade to Premier Banking

Regional Premier

  • To provide “one-stop” banking solutions to our Regional Premier customers.

  • To provide financial advisory, promote and cross-sell a comprehensive range of financial products and services to this group of customers

  • To proactively manage and build long term customer relationship

  • Encourage upfunding of customers from Regional Premier channel to fulfil Premier funding criteria

  • Ensure adherence to the relevant policies, regulatory risk and compliance matters

Who you are:

  • A degree or diploma in the relevant field, with experience in retail banking sales

  • A results-driven mindset with a strong desire to overcome challenges

  • Exceptional communication and interpersonal skills

  • CMFAS certifications in RES5, M8, M8A, M9, M9A, HI is an added advantage

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

  • Degree or diploma in relevant field with experience in retail banking sales
  • CMFAS certifications in RES5, M8, M8A, M9, M9A, HI
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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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