Personal Financial Consultant
2 weeks ago
OCBC opens doors to new opportunities.
Start your career with OCBC as a Personal Financial Consultant
At OCBC we are constantly on the lookout for exceptional individuals to join our team. As Singapore's longest established local bank, we have a global network of more than 450 branches and representative offices in more than 15 countries and territories. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. If you have passion, drive and the will to succeed, rise to the challenge today
Global Consumer Financial Services serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Singapore, our customer proposition caters to different life-stages and needs, ranging from Mighty Savers for children and young families, FRANK by OCBC for youths and young working adults to OCBC Premier Banking for affluent individuals. Besides being the pioneer in various banking products and services which include FRANK by OCBC, full-service Sunday Banking and our award-winning Online Banking, we are also the market leader for Bancassurance sales.
What is it like being a Personal Financial Consultant at OCBC?
As a Personal Financial Consultant, you will be based at one of our island-wide Branches and will provide comprehensive, one-stop financial advisory services to customers through the active promotion and cross-selling of our full range of wealth management products that include insurance, loans, unit trusts and structured deposits. With an emphasis on consultative selling to meet customers' needs, you will also proactively build and manage long-term customer relationship and provide good after-sales service to them.
To help you succeed in your role, you will join our structured training program during the first 6 weeks of your career with us. Thereafter you will also have at least 5 training days every year to help you further develop your career and keep your skills sharp and up-to-date with the latest developments in the industry.
As a successful Personal Financial Consultant, you will have the option to take your career forward by either pursuing our Management Route, on the path of becoming a Branch Manager one day, or the Sales Route, growing into a Senior Relationship Manager working with premier private clients. Plus, as a top performer, you will be invited to trips, visiting great locations across the world from Paris, Barcelona to London and many more.
Qualifications
The successful candidate should be able to demonstrate the following selection criteria:
- Preferably hasa Degree or a Diploma with at least 2 years of relevant retail banking sales experience.
- Results-oriented go-getter who works well under pressure.
- Prepared to have flexible working hours that may include working on weekends.
- Candidates with more than 2 years of relevant financial advisory experiences and proven sales records will be considered for Senior Personal Financial Consultantposition.
#J-18808-Ljbffr
-
Personal Financial Advocate Program
2 weeks ago
Singapore Personal Financial Hub Pte Ltd Full timeCompanyPersonal Financial Hub Pte LtdDesignationPersonal Financial Advocate ProgramDate Listed21 Jun 2023Job TypeEntry Level / Junior Executive Free/ProjIntern/TSJob PeriodFlexible Start - Flexible EndProfessionConsultingIndustryConsultancyLocation NameSingaporeAllowance / Remuneration$800 - 1,500 monthlyCompany ProfilePersonal Financial Hub Pte Ltd is a...
-
Financial Services Consultant
1 month ago
Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full timeRoles & ResponsibilitiesAre you looking to be a financial service professional in a leading multiple provider Financial Advisory firm?Job Highlights· Fulfilling Career with Attractive Remuneration Model· Exciting Career Progression and Developmental Pathway· Flexible Hours & Work Life BalanceJob DescriptionWe are looking for dynamic and talented candidate...
-
Personal Financial Consultant
1 month ago
Singapore OCBC Full timeOCBC opens doors to new opportunities. Start your career with OCBC as a Personal Financial Consultant! At OCBC we are constantly on the lookout for exceptional individuals to join our team. As Singapore's longest established local bank, we have a global network of more than 450 branches and representative offices in more than 15 countries and...
-
Personal Financial Consultant
4 weeks ago
Singapore OCBC Full timeOCBC opens doors to new opportunities. Start your career with OCBC as a Personal Financial Consultant! At OCBC we are constantly on the lookout for exceptional individuals to join our team. As Singapore's longest established local bank, we have a global network of more than 450 branches and representative offices in more than 15 countries and...
-
Personal Financial Consultant
7 days ago
Singapore OCBC Full timeOCBC opens doors to new opportunities. Start your career with OCBC as a Personal Financial Consultant! At OCBC we are constantly on the lookout for exceptional individuals to join our team. As Singapore's longest established local bank, we have a global network of more than 450 branches and representative offices in more than 15 countries and...
-
Financial Services Consultant
2 months ago
Singapore AIA FINANCIAL ADVISERS PRIVATE LIMITED Full timeRoles & ResponsibilitiesJob Description:· Providing financial advice based on clients’ financial and protection needs· Providing recommendation to clients on wealth accumulation and legacy planning· Providing corporate solutions for business entities· Delivering a high level of professional customer service to customers· Building and cultivating...
-
Financial Consultant Intern
2 months ago
Singapore Pinnacle Financial Group Full timeYou will learn:• Risk management through financial instruments• Tailoring investment portfolio based on individual needs and risk tolerance• Interpersonal skills (i.e. rapport building, people management etc.) What to expect: • Conduct research and analysis on financial products, markets, and economic trends.• Exposure to a diverse range of...
-
Financial Consultant
1 day ago
Singapore STASHWORKS PTE. LTD. Full timeJob Highlights 1 on 1 personalized mentorship Working with a vibrant growing team Working towards personal set goalsJob Description Roles and Responsibilities Manage and Analyze client's financial portfolio Assist in helping clients accumulate and grow their finances Advise and recommend clients suitable financial plans and strategies based on their needs...
-
Financial Consultant
24 hours ago
Singapore STASHWORKS PTE. LTD. Full timeJob Highlights 1 on 1 personalized mentorship Working with a vibrant growing team Working towards personal set goalsJob Description Roles and Responsibilities Manage and Analyze client’s financial portfolio Assist in helping clients accumulate and grow their finances Advise and recommend clients suitable financial plans and strategies based on their...
-
Singapore OCBC Full timeAt OCBC, we are constantly on the lookout for exceptional individuals to join our team. As Singapore's longest established local bank and the World's Strongest Bank for 2011 and 2012 (as ranked by Bloomberg Mangazine), we are committed to invest and develop our people. If you are a go-getter with high level of drive, do come and join us today! As a Senior...
-
Singapore OCBC Full timeAt OCBC, we are constantly on the lookout for exceptional individuals to join our team. As Singapore's longest established local bank and the World's Strongest Bank for 2011 and 2012 (as ranked by Bloomberg Mangazine), we are committed to invest and develop our people. If you are a go-getter with high level of drive, do come and join us today! As a Senior...
-
Financial Consultant
2 months ago
Singapore ACE STAFFING PTE. LTD. Full timeRoles & ResponsibilitiesOur client is a financial services company based in Singapore that provides financial planning, investment advisory, and wealth management services to individuals and businesses with personalized financial advice and tailored investment solutions.They are looking for a highly motivated Financial Consultant to join the team. As a...
-
Financial Consultant
2 weeks ago
Singapore ACE STAFFING PTE. LTD. Full timeRoles & ResponsibilitiesOur client is a financial services company based in Singapore that provides financial planning, investment advisory, and wealth management services to individuals and businesses with personalized financial advice and tailored investment solutions.They are looking for a highly motivated Financial Consultant to join the team. As a...
-
Singapore OCBC Full timeAt OCBC, we are constantly on the lookout for exceptional individuals to join our team. As Singapore's longest established local bank and the World's Strongest Bank for 2011 and 2012 (as ranked by Bloomberg Mangazine), we are committed to invest and develop our people. If you are a go-getter with high level of drive, do come and join us today As a Senior...
-
Aia Financial Services Intern
2 weeks ago
Singapore Win Financial Group Full timeCompanyWin Financial GroupDesignationAIA Financial Services InternDate Listed05 Apr 2024Job TypeEntry Level / Junior Executive Intern/TSJob PeriodFrom 27 May Jul 2024ProfessionBanking / FinanceIndustryFinanceLocation NameAlexandra Road, AIA Singapore (Alexandra), SingaporeAddress371 Alexandra Rd, Singapore 159963MapAllowance / Remuneration$1,500 (project...
-
Financial Consultant
7 days ago
Singapore Advisors Clique Full timeFinancial Consultant (Open to Undergraduates)Are you an undergraduate eager to kickstart your career in Financial Services? Our financial consultant training program for undergraduates is tailored just for you. This special curate program offers you the opportunity to earn while you continue your studies, setting you up for a successful career upon...
-
Financial Consultant
7 days ago
Singapore Advisors Clique Full timeFinancial Consultant (Open to Undergraduates) Are you an undergraduate eager to kickstart your career in Financial Services? Our financial consultant training program for undergraduates is tailored just for you. This special curate program offers you the opportunity to earn while you continue your studies, setting you up for a successful career upon...
-
Financial Consultant
4 weeks ago
Singapore Eminence Group @ Prudential Full timeJob Opportunity: Financial Consultant Are you a driven and ambitious individual with a passion for finance and helping others achieve their financial goals? Are you ready to embark on a rewarding career where you can make a meaningful impact while also achieving personal success? If so, we invite you to join our team at Eminence Group as a Financial...
-
Financial Consultant
4 weeks ago
Singapore Eminence Group @ Prudential Full timeJob Opportunity: Financial ConsultantAre you a driven and ambitious individual with a passion for finance and helping others achieve their financial goals? Are you ready to embark on a rewarding career where you can make a meaningful impact while also achieving personal success? If so, we invite you to join our team at Eminence Group as a Financial...
-
Financial Consultant
2 weeks ago
Singapore Eminence Group @ Prudential Full timeJob Opportunity: Financial ConsultantAre you a driven and ambitious individual with a passion for finance and helping others achieve their financial goals? Are you ready to embark on a rewarding career where you can make a meaningful impact while also achieving personal success? If so, we invite you to join our team at Eminence Group as a Financial...
