Business Development Manager, Consumer Financial Services
At a glance
Mid-level Business Development role at Ocbc. OCBC Hong Kong · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Acquire new-to-bank affluent customers through internal and external partnerships for Premier Banking and Premium Financing
- Build referral relationships with insurance companies, corporate secretaries and other external sources
- Work with Wholesale Banking and Commercial Banking partners to generate qualified customer referrals
- Guide Premium Financing opportunities from insurance briefings and enquiries through applications and loan drawdown
- Send acquired business to branches to support targets and create cross-selling opportunities
What you bring
- A bachelor’s degree in any field is required
- You hold licensed insurance TR qualifications covering papers one and three
- You bring at least ten years of sales acquisition experience with high-net-worth customers
Who this fits
You’ll suit a senior acquisition-focused sales role centered on affluent customers, referral networks and Premium Financing. The job includes coordination with internal banking teams, insurance companies, branches and other external partners. Regulated activities requiring RI licenses sit under the reporting line to the Head of Channel Partnership.
From the employer
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:
Reporting to the Head of Business Development, for RI related activities need to report to Head of Channel Partnership. Senior Business Development Manager (SBDM) is a sales acquisition responsible for acquiring new-to-bank customers via an external and internal partnership which subsequently creates cross-selling opportunities by other business units to maximize revenue for the Bank in an affluent market segment.
Main Responsibilities:
Any regulated activities that required RI Licenses which will be handled by the upper dotted line reporting to Head of Channel Partnership. Strategic goals - To align with the Bank’s goal in expanding the customer base for Premier Banking and Premium Financing NTB for further cross-selling opportunities by proactively collaborating with both internal and external partners. To build a strong network of referral sources for new-to-bank customers via external partnership not limited to insurance companies, corporate secretaries, etc. To collaborate closely with key internal business partners (Wholesale Banking/Commercial Banking) to solicit qualify referrals. To acquire Premium Financing business by working proactively with insurance companies (agency and brokers level) from briefing sessions, incoming enquiries, premium loan applications to loan draw down completion. To meet the acquisition target by referring business to branches and for cross-selling opportunities.
Academic Qualifications : Bachelor’s degree holder of any discipline
Associateship / Membership :
Professional Qualifications : Licensed insurance TR (paper 1 and 3)
(e.g. CPA, HKSI, IIQE, etc.)
Working Experience : 10+ years of working experience in sales acquisition for high net-worth customers
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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