Personal Financial Consultant
1 week ago
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 has a Degree or a Diploma with at least 2 years of relevant retail banking sales experience.
- Fresh graduates in any field are also welcome to apply.
- 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.
-
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...
-
Personal Financial Consultant
2 weeks ago
Singapore OCBC (Singapore) Full timeOCBC opens doors to new opportunities.Start your career with OCBC as a Personal Financial ConsultantAt 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...
-
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
4 days 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
4 days 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...
-
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
1 week 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
1 week 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
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...
-
Financial Consultant
1 month 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
1 month 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 Adviser
2 weeks ago
Singapore GLOBAL FINANCIAL CONSULTANTS PTE. LTD. Full timeGlobal Financial Consultants (GFC) is one of Singapore's most venerable and longest established wealth management and financial advisory businesses. Based in the heart of the financial district of Singapore, GFC is focused on providing a tailored and client-centric approach to help safeguard our clients' financial future whilst guiding them on the path to...
-
Analyst, Financial Risk
2 weeks ago
Singapore Chatham Financial Full timeAnalyst, Financial Risk (Japanese Speaker)Overview:Our Singapore team is growing and looking to hire an Analyst, Financial Risk Adviser. As a financial risk adviser focusing on the Japanese market, you will collaborate with two more experienced Japanese colleagues in managing engagements and client relationships. Clients include general corporates, private...
-
Mortgage & Loan Consultant
2 weeks ago
Singapore ORACLE FINANCIAL ADVISORY Full timeRoles & ResponsibilitiesLoanWorks Singapore is expanding and we are looking for driven, dynamic individuals with strong networking skills to join us as loan consultants. The role encompasses sales, client advisory & account management requirements. We offer a structured career progression path with an attractive remuneration package & performance bonuses.i)...
-
Financial Services Consultant
1 month ago
Singapore PRIMESTAFF MANAGEMENT SERVICES PTE LTD Full timeRoles & ResponsibilitiesOur client is a leading financial services institute committed to providing comprehensive financial solutions to all.Nurturing of new talents is part of the commitment in growing the financial sector, and hence a specific programme has been launched to attract new talents with many opportunities to strive for the top tiers as an...
-
Financial Consultant
1 month ago
Singapore Titans Private Wealth Full timeKey Responsibilities Meeting with clients to understand their financial goals and conduct comprehensive financial needs analysis to assess their current financial situations. Developing personalized financial plans and recommending strategies for wealth preservation, investment, retirement planning and estate planning. Building and maintaining strong...
-
Financial Services Consultant
2 weeks ago
Singapore MDE CAPITAL CONSULTANCY PTE. LTD. Full timeOur Client is expanding We are now looking for motivated Financial Services Consultant to join our Client's Teams.Experience will be preferred. Fresh graduates are welcomed.As a Financial Services Consultant, you would be tasked to develop an in-depth understanding of the company's financial products and advise clients accordingly based on their financial...
-
Student Financial Consultant
2 weeks ago
Singapore AIA Singapore Pte Ltd Full timeAre you looking for a career that's #NotJustAnotherJob?At AIA, we recognise that true progress requires individuals to believe in their own potential to grow and positively impact their own lives and the lives of others. Here, we nurture your leadership potential and empower you to gobeyond your limits to excel.In this role, you will experience holistic...