Relationship Manager, Corporate Wealth Management

OCBC Bank · Menara OCBC

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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 Purpose

The Relationship Manager, Corporate Wealth Management is responsible for managing and growing a portfolio of Commercial Banking clients through the delivery of suitable wealth and investment solutions. The role will originate and execute opportunities across structured investments, bancassurance, treasury-related investment products and other approved wealth solutions.

The incumbent will deepen wallet share within the Bank’s existing customer base while actively acquiring New-to-Bank (NTB) relationships. The role will work closely with Commercial Banking Relationship Managers, Global Markets, Treasury, Wealth Management, Great Eastern and other OCBC Group entities to provide holistic financial solutions and a seamless client experience.

This is a client-facing individual-contributor role requiring a commercially minded, proactive and results-driven professional with strong relationship management, sales execution, stakeholder collaboration and wealth product knowledge.

Key Roles & Responsibilities:

Portfolio Growth & Revenue Delivery

• Manage and grow an assigned portfolio to achieve revenue, fee income, AUM, product penetration and other agreed business targets.
• Originate and close suitable wealth and investment opportunities, including structured investments, dual currency investments, bancassurance products, treasury-linked investment products and other approved offerings.
• Develop account plans and engagement strategies for priority clients and prospects.
• Maintain an active opportunity pipeline and follow through on leads, proposals, documentation and funding.
• Drive sustainable portfolio growth through deeper client engagement, wallet share expansion and disciplined cross-selling.

Client Acquisition & Relationship Expansion

• Acquire NTB Commercial Banking customers with relevant wealth and investment potential.
• Identify client needs, financial objectives, liquidity profiles and risk considerations to recommend appropriate solutions.
• Build trusted, long-term relationships with key decision-makers and maintain regular, purposeful client contact.
• Partner with Commercial Banking Relationship Managers and segment teams to pursue and convert business opportunities.
• Conduct client meetings, investment presentations, business pitches and follow-up activities to progress opportunities to completion.

Sales Execution & Pipeline Management

• Maintain disciplined pipeline management, activity tracking and timely follow-up on all client opportunities.
• Prepare client proposals and coordinate pricing, approvals, documentation and transaction execution with relevant stakeholders.
• Prioritise opportunities based on client needs, suitability, commercial potential and probability of conversion.
• Meet agreed sales activity, revenue and productivity standards while maintaining high-quality customer outcomes.
• Continuously strengthen product, market and advisory capability through training, coaching and self-development.

Stakeholder & Group Collaboration

• Build effective working relationships across OCBC Group to deliver integrated solutions and maximise customer opportunities.
• Collaborate with Commercial Banking, Business Banking, Global Markets, Treasury, Wealth Management, Product Management, Risk, Compliance and Operations.
• Work closely with Great Eastern and other OCBC Group entities to originate and execute suitable bancassurance and investment opportunities.
• Coordinate joint client engagements with Relationship Managers and product specialists where specialist advice is required.
• Ensure timely coordination among stakeholders to provide a responsive and consistent client experience.

Product Advisory & Market Engagement

• Maintain sound knowledge of approved wealth, investment, treasury and bancassurance solutions relevant to commercial and corporate clients.
• Translate market developments and product features into clear, relevant and balanced client discussions.
• Provide customer feedback and market insights to product teams to support proposition enhancement and new initiatives.
• Participate in product launches, campaigns, seminars and client engagement initiatives.

Governance, Risk & Compliance

• Conduct all sales and advisory activities in accordance with regulatory requirements, Bank policies, internal controls and approved product guidelines.
• Complete customer due diligence, suitability assessments, disclosures and documentation accurately and on time.
• Uphold high standards of professionalism, ethical conduct, confidentiality and fair dealing in every client interaction.
• Escalate potential conduct, operational, credit, market or compliance concerns promptly to the appropriate stakeholders.

Portfolio Monitoring & Reporting

• Monitor and report portfolio performance, revenue, fee income, AUM, product penetration, NTB acquisition and pipeline conversion.
• Maintain accurate and current client, activity and opportunity records in the Bank’s systems.
• Review portfolio trends, upcoming maturities, client activity and gaps to identify retention and cross-sell opportunities.
• Provide timely updates, forecasts and action plans to the reporting manager and relevant business stakeholders.

Requirements:

Education & Professional Qualifications

• Bachelor's degree in business, Finance, Banking, Economics, Accounting or related disciplines.
• Professional qualifications such as CFP, CFA, CISI, CMFAS, IFP, FIMM or equivalent wealth management certifications will be an added advantage.
• Relevant regulatory licenses and certifications required for the sale and distribution of investment and insurance products in Malaysia.

Experience

• At least 5 years of relevant banking or financial services experience, preferably covering relationship management, wealth management, investment products, treasury solutions, insurance distribution or commercial banking.
• Proven experience managing client relationships and delivering sales, revenue or portfolio growth targets.
• Demonstrated ability to identify client needs, originate opportunities and convert them into sustainable business.
• Experience serving commercial banking, SME, middle-market or corporate client segments is preferred.
• Experience acquiring NTB relationships and deepening existing customer relationships.
• Experience working effectively across product, risk, compliance and operational stakeholders in a matrix organisation.

Knowledge & Technical Competencies

• Strong knowledge of structured investments, fixed income products, treasury solutions, managed investments, foreign exchange products and bancassurance offerings.
• Sound understanding of financial markets, investment strategies and portfolio diversification concepts.
• Strong awareness of regulatory requirements governing investment and insurance sales in Malaysia.
• Deep understanding of commercial banking customer needs and financial ecosystems.
• Ability to identify and monetise cross-segment opportunities across the Bank and OCBC Group.

Relationship Management & Behavioural Competencies

• Client-focused, commercially driven and proactive in identifying opportunities.
• Strong relationship-building skills with the confidence to engage business owners, senior executives and key decision-makers.
• Results-oriented, disciplined and accountable for delivering agreed targets and customer outcomes.
• Strong stakeholder management and collaboration skills across business and support functions.
• Sound analytical judgement with the ability to understand client needs and structure practical solutions.
• Effective communication, presentation, influencing and negotiation skills.
• Resilient, adaptable and able to manage competing priorities in a fast-paced environment.
• Committed to continuous learning, high ethical standards and consistent delivery of positive client outcomes.

The Relationship Manager, Corporate Wealth Management will be evaluated based on:

• Achievement of wealth revenue, fee income, AUM and investment balance targets.
• NTB customer acquisition, funded relationship growth and pipeline conversion.
• Product penetration and wallet share growth within the assigned portfolio.
• Client engagement quality, retention and customer outcome indicators.
• Quality and timeliness of pipeline management, documentation, reporting and follow-up.
• Collaboration effectiveness across OCBC Group, Great Eastern and internal product partners.
• Compliance, conduct, governance and operational quality indicators.

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.

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