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.
Purpose of the role:
We are looking for aspiring sales talents who are passionate about wealth management and retail banking. As a Relationship Manager Associate, you will join a structured development journey that provides comprehensive trainings. practical exposure, and processional support to help you build a successful career in Consumer Financial Services.
Join us and take the next step in your Retail Banking career and be part of the winning team.
By joining us as the Relationship Manager Associate, you will:
Benefit from a structured training and development programme designed to accelerate your career as a Relationship Manager
Gain practical experience through branch attachments and on-the-job training
Develop broad-based knowledge in retail banking, wealth management and financial planning
Develop strong customer relationship management and consultative selling techniques
Receive dedicated coaching and mentorship from experienced branch leaders
Strengthen your expertise in portfolio management, customer engagement and wealth solutions
Obtain relevant professional licenses and certifications with dedicated support
Develop a comprehensive understanding of the Bank's products, services and customer value propositions
Progress through a clear career pathway towards a Relationship Management role
What you will be doing:
Develop a strong understanding of the Bank’s products, services, wealth management solutions and customer needs
Deliver professional services and recommend tailored banking and wealth solutions to meet customers’ goals
Conduct financial needs analysis and identify suitable products and services for customers
Build and maintain long-term customer relationships through quality service and proactive engagement
Support sales activities, customer acquisition initiatives and branch campaigns to achieve performance targets
Ensure compliance with regulatory requirements, internal policies and risk management standards
Collaborate with cross-functional teams to deliver seamless customer experiences
Complete all required training, assessments and licensing examinations
Who are we looking for:
Holder of Diploma or bachelor’s degree in any disciplines is preferred; with 5 subjects at Grade E/Level 2 or above in HKCEE/HKDSE including Chin/Eng and Maths, or equivalent
Candidates are required to obtain the relevant professional licenses/certifications (such as HKSI and IIQE qualifications) within the probation period, (e.g. HKSI Licensing Examination, or other relevant certifications).
Candidates with at least 2 years of sales or service experience in any Retail Business field are welcome
Strong passion for sales, customer engagement and wealth management
Excellent interpersonal, communication and relationship-building skills
Self-motivated, proactive and driven to achieve results
Strong learning agility and willingness to take on new challenges
Effective team player with a positive attitude
Good command of written and spoken English and Chinese; proficiency in Putonghua is an advantage
Willing to rotate across branches and undertake different learning assignments
#LI-SL1
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
- Diploma or bachelor's degree in any discipline preferred
- Five HKCEE/HKDSE subjects at Grade E/Level 2 or above, including Chinese, English, and Mathematics, or equivalent
- Obtain relevant professional licenses or certifications, such as HKSI and IIQE, within the probation period
- At least two years of sales or service experience in a retail business field
- Strong sales, customer engagement, and wealth management interest
- Excellent interpersonal, communication, and relationship-building skills
- Strong learning agility and willingness to take on new challenges
- Good written and spoken English and Chinese
- Willingness to rotate across branches and undertake different learning assignments
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.
