Financial Services Consultant

6 days ago


Singapur, Singapore OCBC Bank Full time

OCBC Bank - Personal Banker / Personal Financial Consultant

About Us:

OCBC Bank is a leading financial institution that provides a comprehensive range of consumer financial services to a diverse clientele across the region.

Role Overview:

As a Personal Banker, you will play a pivotal role in delivering exceptional banking solutions tailored to meet the unique needs of our clients. Your responsibilities will include:

  • Offering integrated banking solutions to enhance customer satisfaction.
  • Providing expert financial advice and promoting a diverse portfolio of financial products and services.
  • Building and nurturing long-term relationships with clients to ensure their financial goals are met.
  • Conducting follow-up visits and ensuring excellent after-sales service.
  • Adhering to all relevant policies and compliance regulations.

Qualifications:

  • A Bachelor's degree in any discipline from a recognized institution.
  • A genuine interest in financial planning, investments, and sales.
  • Ideally, at least 1 year of experience in a sales or customer service role.
  • Strong interpersonal and communication skills with a commitment to delivering high-quality customer service.
  • A valid driving license and access to personal transportation.
  • Possession of relevant licenses and certifications (e.g., PCE, CEILI, CUTE) is advantageous.
  • Fresh graduates are welcome to apply.

Join us at OCBC Bank, where we offer a platform for you to develop your skills and advance your career in the dynamic field of consumer banking and wealth management.



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