Wholesale Banking Group

At OCBC Bank, we offer opportunities across our group.

Senior Relationship Manager / Relationship Manager, Corporate & Commercial Banking (General Corporate) (Ref: KW/CBD-RM/INT)

Responsibilities

  • ​Solicit new business opportunities and grow the existing portfolio to achieve pre-defined performance KPIs
  • Maintain a high quality of loan portfolio and exercise prudent credit assessment
  • Prepare and recommend credit applications and obtain approval for new and existing customers with credit facilities structured to accommodate customers' needs
  • Maintain a high quality of loan portfolio and exercise prudent credit assessment
  • Prepare and recommend credit applications and obtain approval for new and existing customers with credit facilities structured to accommodate customers' needs
  • Cross sell a wide range of banking products including treasury and wealth management

Requirements

  • Bachelor's degree in Business Management, Finance, Economics or related disciplines, with professional qualification such as ACCA or CFA preferred
  • Possess 5-10 years of corporate banking experiences
  • Possess qualifications of ECF-CRM would be an advantage
  • Excellent communication and relationship building skills
  • Sales oriented with solid credit analysis knowledge
  • Good planning and organizing skills

AVP, Sustainable Finance (Ref: KW/CNC-AVP-SF/INT)

Responsibilities

  • ​To drive business development initiatives in sustainable finance, primarily focusing on corporate clients in Hong Kong and Greater China
  • To structure sustainable finance transactions end-to-end including origination, engagement, and execution
  • To conduct analysis on sustainable finance market development internationally and provide thought leadership and advisory to clients
  • To collaborate with internal and external stakeholders for knowledge sharing and promotion of sustainable finance
  • To be a valued member in the Sustainable Finance Group and support their day-to-day priorities

Requirements

  • Bachelor's degree with a passion in driving sustainable finance development and impact in the Bank and in the region
  • Demonstrated interest or qualification in sustainable finance preferred but not mandatory
  • Possess 4 to 10 years of related experiences in sustainable finance, sustainability, or consulting experience preferred

Assistant Marketing Support Manager, Corporate and Commercial Banking (Ref: YY/CNC-AMSM/INT)

Responsibilities

  • ​Assist Relationship Managers to collect and conduct preliminary check for account opening and/or amendment
  • ​Assist Relationship Managers to prepare credit applications, credit review on existing facilities granted, and perform credit monitoring related tasks.
  • ​Assist Relationship Manager as appropriate with respect to credit risk assessment
  • ​Support the team's marketing and administrative matters in absence of Relationship Managers
  • ​Handle daily operations including but not limited to (i) AML clearance, (ii) deposits quotation, placement, rollover, as well as (iii) loan drawdown, rollover, repayment, (iv) customer call report, (v) other team planning / strategic related tasks assigned by reporting manager as appropriate.

Requirements

  • Bachelor's degree in Banking, Economics, Finance or other relevant disciplines
  • 2 year’s relevant experience in banking industry is preferred
  • Possess qualifications of ECF-CRM would be an advantage
  • Strong in communication and problem solving skills
  • Well versed in MS Excel/Word/PowerPoint
  • Proficiency in both spoken and written Chinese and English
  • Fluency in Mandarin
  • Possess a strong desire for growth and become Relationship Manager in the medium / short term
  • Candidate with less working experience can be considered

Manager, Business Planning, Corporate and Commercial Banking (Ref: YY/CNC-MBP/INT)

Responsibilities

  • ​​To coordinate development of key initiatives, action plan and KPIs, track progress and validate outcomes
  • ​​To prepare performance and result reports for cross-border initiatives
  • ​​To handle the running of current manual files including operational plan and forecast – responsible for generating and distributing the current management reports on periodic basis
  • ​​To support deep dives and value-added analytics to highlight areas of focus for management as required
  • ​​To prepare regular MIS reports for strategic analytics and reporting
  • ​​To prepare regular updates on market trends, regulations policies and peer development
  • ​​To prepare presentations and write-up about strategies, business plans and performance for cross-border initiatives
  • ​​To digitalise management information with the setup of dashboards
  • ​​To drive assigned parts of the new MIS, roll out and integrations to Group’s system

Requirements

  • Bachelor's degree in Finance, Statistics, Business or related disciplines
  • Minimum 5 years of relevant working experience in data analysis in banking industry
  • Good knowledge of banking operations and project management skills
  • Strong communication, excellent presentation and business analytical skills 
  • Self-motivated, creative, articulate, excellent interpersonal skills
  • Detail-minded with “Can Do” attitude and well-organised
  • Able to work independently and under pressure
  • Proficient in MS Office, PowerPoint, VBA and Chinese Word Processing etc.
  • Fluent in speaking English & Mandarin
  • Good English & Chinese writing skill

Assistant Vice President, Business Management (Ref: KW/CNC-AVPBM/INT)

Responsibilities

Business Planning & Strategy

  • Play a key role in supporting the strategy planning, development and execution for WBG
  • Support the business unit management in proposition and internal adoption of new business initiatives
  • Facilitate strategy communication, deliberation and approval of business strategies by senior management and the board of the Bank Group by providing quality presentation materials and papers.

Regulatory & Audit Management

  • Provide assistance in internal and external regulatory and control review and address regulatory, audit and compliance issues

Governance & Business Control

  • Assist to develop, review and implement policy and procedures
  • Assist and support attainment of
    (1) Maintain internal control discipline at a satisfactory level.
    (2) Execute management action plans to address areas of attention as raised by MAS and other regulatory authorities.
    (3) Proactive management of portfolio credit quality and support the business unit management in day to day operational and credit related matters of the business.

Requirements

  • Bachelor's degree with at least 7 years of experience in Financial / Banking industries
  • Minimum 5 years specialized in business management / compliance / audit / project management work preferred
  • Self-motivated, strong initiative, and attention to details
  • Good knowledge of general banking operation
  • Able to handle multi-tasks independently and work under tight deadline
  • Proficiency in both spoken and written English and Chinese

Assistant Vice President - Client on-boarding & Management (Ref: SYL/WBG-MBUOB/INT)

Responsibilities

  • Process account opening and perform maintenance request in a timely manner
  • Assist in handling triggering event or e-banking application, as well as handling dormant / inactive account reactivation
  • Ensure all documentations received from clients are updated, accurate and complete
  • Ensure onboarding process comply with internal and external policies and regulations
  • Handle client queries in respect to stringent AML / CDD requirements
  • Communicate with internal and external parties to obtain and review all “Know Your Customer” document
  • Act as subject matter expert for client on-boarding to ensure full compliance with internal processes, regulations and policies & procedures
  • Participate in client onboarding & lifecycle management project or other KYC related projects

Requirements

  • Bachelor's degree in business related disciplines
  • Minimum 3 years’ relevant client onboarding / compliance experience in corporate banking
  • Well versed with banking and regulatory requirements (e.g. Code of Banking Practice)
  • Independent and with strong compliance sense
  • Good analytical and communication skills
  • Professional presentation and report writing skills
  • Proficiency in both spoken and written English and Chinese
  • Proficient in MS Office applications

Manager/AVP, Business Compliance, Corporate & Commercial Banking (Ref: SYL/WBG-MBUBC/INT)

Responsibilities

  • ​​Review all customer due diligence reviews on corporate & commercial banking portfolios to ensure compliance with internal policies & procedures and regulatory requirement
  • Complete, review and analyze sanctions, adverse media and screening search result
  • Track and manage appropriate sign-off of reviews by Relationship Managers and Team Heads, and as relevant Compliance and Head of Wholesales Banking Group
  • Provide reasonable assurance of compliance with applicable regulatory and internal/ Group requirements, policies and procedures
  • Provide advisory support on regulatory and operational issues and process in relation to KYC/ AML matters
  • Conduct compliance awareness/ reporting/ self-assessment/ training programs and drive communication in related to regulatory updates and risk procedures
  • Participate in project/ system enhancement in relation to Compliance
  • Identify and lead necessary improvement in risk control

Requirements

  • ​Bachelor’s degree in business or related disciplines, with Compliance related certifications
  • Minimum 5 years’ relevant compliance experience in corporate banking
  • Strong in professional presentation and report writing skills
  • Well versed with banking and regulatory requirements
  • Work independently and equipped with strong compliance sense
  • A good team player with good analytical and communication skills
  • Proficient in MS Office applications
  • Good in both spoken and written Chinese and English

Assistant Vice President, Data Analytics, Corporate and Commercial Banking (Ref: YY/CNC-AVP-DA/INT)

Responsibilities

  • ​​Establish and maintain in-country Data Architecture for analytics and reporting purpose
  • ​​Work with stakeholders to source for new/ incremental data elements
  • ​​Implement data initiatives and share best practices regionally
  • ​​Design, develop and automate interactive Customers and Products BI Dashboards through programmed scripting
  • ​​Work closely with Regional Data Analytics team and various in-country stakeholders such as Business Units, Product Units to identify new opportunities

Requirements

  • Minimum 3 -5 years’ relevant experience in data analytics
  • Strong data engineering, extraction, mining, and process automation capabilities
  • Experience in programming (including scripting/coding), SQL and relational databases, and application development
  • Experience with using scripting languages (Python/R/SAS) to automate processes and reports generation will be an advantage
  • Good knowledge of visual analytics capability through interactive dashboard design and development
  • Strong in Microsoft Excel, Word and PowerPoint

Assistant Manager Marketing Support, Financial Institutions (Ref: YY/FI-MSAM/INT)

Responsibilities

  • ​​​​Assist in daily operations of Non-Bank Financial Institutions Team, including but not limited to (i) KYC/CDD reviews (ii) deposits quotation, placement, rollover, as well as (iii) loan drawdown, rollover, repayment.
  • Support Relationship Managers in related to collecting and preliminary checking for account opening and/or amendment
  • Support the team's marketing and administrative matters in absence of Relationship Managers

Requirements

  • Form 5 qualification or above
  • Possess related working experiences in the sales support and administration field in corporate banking
  • Possess qualifications of ECF-CRM would be an advantage
  • Strong in communication and problem solving skills
  • Well versed in MS Excel/Word/PowerPoint
  • Proficiency in both spoken and written Chinese and English. Fluency in Mandarin

Senior Relationship Manager, Non-Bank Financial Institutions (Ref: YY/FI-NBFI-SM/INT)

Responsibilities

  • ​Work with Global Relationship Manager at Head Office on account strategy and drive relationship initiatives, strengthening the bank’s market position as one of the key “go-to” partner bank in Asia
  • Originate business leads, follow industry trends, understand regulatory capital requirements to form appropriate business proposition (across key product groups) for designated client portfolio to drive revenue growth
  • Conduct customer visits/ calls with product partners to cross-sell different products and service to deepen engagement with clients
  • Monitor developments in market conditions, regulatory changes, country and customer risk and table relevant updates
  • Manage borrowing portfolio with good track record of credit analysis skills and liaise with internal stakeholders related to credit approvals and renewals
  • Lead legal documentation (e.g. ISDA/CSA, GMRA, Syndicated / Bilateral facilities) and deal execution from an end-to-end perspective
  • Maintain a high standard of risk control & governance awareness and ensure regulatory compliance at all time

Requirements

  • Bachelor's degree in Business Management, Finance, Economics or related disciplines
  • Experience and familiarity with Non-bank financial institutions, with minimum 5 years of experience in a related sales/coverage function ideally
  • Possess qualifications of ECF-CRM would be an advantage
  • Candidate with seasoned corporate banking experience can also be considered
  • Strong product knowledge of loan, trade, treasury, and capital markets would be an advantage
  • Good team player who is driven, pro-active with a positive attitude and comfortable with a dynamic, fast-changing environment
  • Excellent writing, communication, presentation and relationship building skills
  • Mastery of Microsoft suite of products (Word, Excel, PowerPoint, Teams, OneNote, OneDrive) required

Senior Relationship Manager, Financial Institutions (Banks Team) (Ref: YY/FI-SRMFI/INT)

Responsibilities

  • ​​​Provide relationship coverage to assigned portfolio of bank clients
  • Proactively conduct client meetings and marketing activities as appropriate in coordination with stakeholders from relevant product areas and OCBC offices
  • Actively map out new client/product opportunities (e.g. Transaction Banking, Treasury, Debt Capital Markets etc.) and review pipelines consistently with strategic intent and balancing revenue growth with risks, to attain desired outcome as assigned
  • Prepare marketing pitches, proposals and term sheets; and ensure accurate inputs for credit application
  • Provide support on obtaining legal documentation clearance for trade execution
  • Keep client overview/account plans update to date
  • Monitor client profitability and coordinate with internal stakeholders to meet strategy and revenue targets
  • Responsible for developing an understanding of all credit, transactional and franchise risks to facilitate deal execution and risk mitigation processes
  • Ensure the completion and review of KYC/CDD and related compliance processes are adhering to the regulator/Bank’s standard
  • Appropriately assess risks and apply sound judgement when making business decisions, be compliant with applicable laws, rules and regulations while adhering to the Bank Policy
  • Actively stay informed of best practices, market and industry trends

Requirements

  • ​Bachelor's degree in Business Management, Finance, Economics, Accounting or related disciplines
  • Minimum of 6 years’ experience in relationship management/sales & marketing function, preferably in financial institutions
  • Possess qualifications of ECF-CRM would be an advantage
  • Ability to work under pressure, with strong self-motivation
  • Strong interpersonal, communication and analytical skills
  • Team player and accountable; strong aspiration to learn
  • Proficiency in English and Chinese, fluency in Putonghua is an advantage

Cash Product Manager, Transaction Banking (Ref: YY/TB-CPM/INT)

Responsibilities

  • ​​Grow operating CASA
  • ​​Develop product programs for all existing and new cash product
  • ​​Develop new cash products and solutions for the Hong Kong market
  • ​​Manage the deposit portfolio and drive Basel III friendly products to support the bank’s CASA and NIM objectives
  • ​​Manage all risks associated with the product and channels, including ensuring back-up processes and sites are in place
  • ​​Understand the local regulatory requirements and ensure products and processes are compliant
  • ​​Own the customer channels (Business Mobile Banking, Velocity etc.) and drive utilization and conversion from manual to digital
  • ​​Work closely with the Regional Channels Head to build out the channels connectivity with the region
  • ​​Work closely with Transaction Banking-Sales and the Relationship Managers to develop and position our offerings strategically versus the competition
  • ​​Provide subject matter expertise and training to RMs and business partners
  • ​​Work closely with Operation & Technology team to ensure that our channel build out is developed most effectively
  • ​​Design and run commercialization campaigns to bring new customers or increase existing utilization

Requirements

  • ​Bachelor's degree in Business Management
  • ​Around 5-7 years of Cash Management experience with regional experience and exposure
  • ​Possess strong interpersonal and problem solving skills, ability to innovate and develop new products
  • ​Comfortable dealing with multiple parties, internal and external
  • ​Sound understanding of regulatory environment and ability to convert requirements into product opportunities
  • ​Keen interest and understanding of developing trends and threats to the traditional business
  • ​Strong analytical mind, able to exercise sound judgment based on strong logic and compelling arguments, also, execute, establish plans and processes