Team Head, Premier Relationship Management, International Wealth
at OCBC Futures Investment (Hong Kong) LimitedCE AAE438
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Firm profile
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Job description
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 Summary:
Lead a dedicated team focused on providing exceptional offshore services to our PRC customers. This role involves developing and maintaining strong client relationships, ensuring service excellence, and driving business growth through strategic initiatives and effective team management.
What you do
Team Leadership: Lead, mentor, and develop a high-performing team of relationship managers.
Foster a collaborative and results-oriented team culture.
Set clear performance goals and conduct regular performance reviews.
Client Relationship Management: Build and maintain strong, long-term relationships with key stakeholders in PRC.
Understand client needs and tailor services to meet those requirements.
Act as the primary point of contact for escalated client issues and ensure timely resolution.
Strategic Planning: Develop and implement strategic plans to enhance client satisfaction and retention.
Identify opportunities for upselling and cross-selling services to existing clients.
Monitor market trends and competitor activities to inform strategy.
Service Delivery Oversight: Ensure the delivery of high-quality offshore services that meet or exceed client expectations.
Collaborate with operational teams to streamline processes and improve service efficiency.
Implement and monitor performance metrics to assess service delivery effectiveness.
Stakeholder Engagement: Liaise with internal departments (e.g., operations, compliance) to ensure alignment in service delivery.
Communicate client feedback and insights to senior management for continuous improvement.
Compliance and Risk Management: Ensure all activities comply with regulatory requirements and Bank policies.
Identify potential risks in client relationships and develop mitigation strategies.
Reporting and Analysis: Prepare regular reports on team performance, client satisfaction, and service delivery metrics.
Analyze data to identify trends and areas for improvement.
Who you are
Bachelor’s degree in Business Administration, Finance, or a related field
10+ years of experience in relationship management, preferably both in HK and PRC financial services.
Proven track record of managing teams and developing client relationships in the PRC market.
Strong understanding of the cultural, economic, and regulatory environment in PRC.
Pass HKSI and IIQE Licensing requirements
Possess qualifications of ECF-CRM would be an 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.
Licensed entities behind this employer
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5 licensed staffLicence types 2
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Bank of Singapore LimitedCE ALB1350 licensed staffLicence types 1, 4, 9
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OCBC Bank (Hong Kong) LimitedCE AAC0830 licensed staffLicence types 1, 9
Check the firm's licence types, headcount trend and where its people come from and go before you apply.
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