OCBC

Senior / Premier Relationship Manager (Offshore - South Asia - Thailand)

OCBC
BankingOCBC SingaporeOnsitePosted 1 day ago

About the role

OCBC is seeking a Senior/Premier Relationship Manager to acquire and manage high net worth clients in Thailand. The role involves sales of banking and investment products, managing client relationships, and achieving profit targets. Requires 5+ years of banking sales experience, Thai language skills, and CMFAS certification.

BankingOnsite

Key Responsibilities

  • Actively acquire and prospect new Premier Banking Offshore customers
  • Contribute to bottom-line through accomplishment of profit and growth targets
  • Manage relationships with new and existing affluent customers through consultative financial analysis
  • Up-sell, cross-sell and provide regular market information updates and trend analysis
  • Ensure superior customer service and contribute to overall customer experience

Requirements

  • Minimum 5 years of sales experience in banking and financial services industry, preferably managing affluent segment
  • Experience in covering Thailand market
  • Recognised university degree
  • Possess CMFAS certification (RES1B, RES2B, RES5, CM-EIP, CM-SIP, M8, M8A, M9, M9A, HI)
  • Sound knowledge of banking products and services including investment products (unit trusts, bancassurance, treasury products)
  • Must be able to communicate effectively in Thai language