Personal Financial Consultant

3 weeks ago

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

Job Description & Requirements

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 grads 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 position.

Tell employers what skills you have

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

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