Senior Wealth Advisor

6 days ago


Singapore OCBC Bank Full time
Premier Relationship Manager

As a key member of our wealth solutions team, you will be supported by a regional wealth panel and will engage with our wealth specialists to offer professional advice and financial solutions to our Premier Banking customers. Your goal will be to achieve revenue targets while providing exceptional customer service.

Key Responsibilities
  • Offer Professional Wealth Advice - Provide expert advice and solutions to Premier Banking customers, staying up-to-date with global economic trends and market analysis.
  • Be Our Premier Banking Advocate and Acquire New Customers - Engage with customers and prospects, promoting the benefits of Premier Banking and acquiring new customers to grow the business.
  • Service - Proactively engage with PB customers to establish strong relationships, achieve high customer satisfaction, and improve customer engagement scores.
  • Compliance - Adhere to all documentary and process procedures, ensuring no lapses in control requirements and submitting reports in a timely manner.
Requirements
  • Minimum Diploma holder with relevant certifications (UT - FIMM, Insurance - PCE Life, PCE General, and CEILI).
  • Minimum 2 years sales or service experience in the Financial or Service industry.
  • Strong understanding of financial and non-financial markets, excellent communication and interpersonal skills, and good social networking skills.
  • Possesses own transport and willing to travel.
  • Preferably multi-lingual.


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