Personal Financial Consultant

2 weeks ago

Singapore OVERSEA-CHINESE BANKING CORPORATION LIMITED Full time
Roles & Responsibilities

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 (GCFS) is all about helping consumers get what they want from life. It's a broad ambition. So, the team offer an equally wide range of services. From branch to premier banking and everything in-between. That's a lot to get your teeth into and many career paths to follow. And you'll be doing it all while learning from the best in an award-winning environment.

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 has a 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 Consultant position.
Tell employers what skills you have

Wealth Management
Customer Relationship
Aftersales
Works Well Under Pressure
Unit Testing
Loans
Selling
Trading Systems
Retail Banking
Pressure
Deposits
Banking
Financial Advisory
Business Analyst
Unit Trusts
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