Relationship Manager, Corporate Wealth Management

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.

Responsibilities

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; 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; 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; Prepare client proposals and coordinate pricing, approvals, documentation and transaction execution; Build effective working relationships across OCBC Group to deliver integrated solutions; Work closely with Great Eastern and other OCBC Group entities to originate and execute suitable bancassurance and investment opportunities; Maintain sound knowledge of approved wealth, investment, treasury and bancassurance solutions; Conduct all sales and advisory activities in accordance with regulatory requirements, Bank policies and internal controls; Complete customer due diligence, suitability assessments, disclosures and documentation accurately and on time; Escalate potential conduct, operational, credit, market or compliance concerns promptly; 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; Provide timely updates, forecasts and action plans to the reporting manager and relevant business stakeholders

Requirements

Bachelor's degree in business, Finance, Banking, Economics, Accounting or related disciplines; At least 5 years of relevant banking or financial services experience; 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 acquiring NTB relationships and deepening existing customer relationships; Experience working effectively across product, risk, compliance and operational stakeholders in a matrix organisation; 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; Relevant regulatory licenses and certifications required for the sale and distribution of investment and insurance products in Malaysia; 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; Effective communication, presentation, influencing and negotiation skills

Nice to have

Professional qualifications such as CFP, CFA, CISI, CMFAS, IFP, FIMM or equivalent wealth management certifications

Benefits

Competitive base salary; A suite of holistic, flexible benefits to suit every lifestyle; Community initiatives; Industry-leading learning and professional development opportunities