About the Role
Premier Banking Affluent Client Relationship Manager at OCBC entrusted with a portfolio of high net worth clients, delivering tailored financial solutions and exceptional service.
Success Factors
Success stems from understanding clients’ unique needs, adopting a holistic approach, and identifying value‑added services that build trust, loyalty and growth.
Responsibilities
- Manage a portfolio of high net worth clients, providing tailored financial solutions and advice
- Develop and maintain long‑term relationships, identifying opportunities to provide value‑added services
- Collaborate with internal stakeholders to deliver integrated financial solutions
- Conduct regular portfolio reviews and provide market updates
- Identify and pursue new business opportunities to grow the client base
Qualifications
- A degree in a relevant field such as finance or busin...