Personal Financial Advisor

6 days ago


Singapur, Singapore OCBC Bank Full time
About the Role

As a Personal Financial Consultant at OCBC Bank, you will play a key role in providing comprehensive financial advisory services to customers. You will be responsible for promoting and cross-selling our range of wealth management products, including insurance, loans, unit trusts, and structured deposits.

With a focus on consultative selling, you will work closely with customers to understand their financial needs and provide tailored solutions to meet their goals. You will also be responsible for building and maintaining long-term customer relationships, providing excellent after-sales service, and identifying opportunities to upsell and cross-sell our products.

Key Responsibilities
  • Provide comprehensive financial advisory services to customers, including needs analysis, product recommendations, and sales.
  • Develop and maintain a deep understanding of our wealth management products and services, including insurance, loans, unit trusts, and structured deposits.
  • Work closely with customers to understand their financial goals and provide tailored solutions to meet their needs.
  • Build and maintain long-term customer relationships, providing excellent after-sales service and identifying opportunities to upsell and cross-sell our products.
  • Meet or exceed sales targets and performance metrics, as set by the bank.
Requirements
  • Degree or diploma in a relevant field, such as finance, business, or economics.
  • At least 2 years of relevant retail banking sales experience, preferably in wealth management or financial advisory services.
  • Fresh graduates in any field are also welcome to apply.
  • Results-oriented and able to work well under pressure.
  • Prepared to work flexible hours, including weekends.
About OCBC Bank

OCBC Bank is one of the largest banks in Southeast Asia, with a global network of over 450 branches and representative offices in more than 15 countries and territories. We are committed to providing our customers with innovative financial solutions and exceptional service.



  • Singapur, Singapore Click and Connect Online Limited Full time

    Independent Financial Advisor Singapore Singapore Competitive Package Self Employed Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Singapore We are representing a leading International Wealth Management firm looking for an experienced and qualified Independent Financial Advisor to join their team in Singapore. As an...

  • Financial Advisor

    3 months ago


    Singapur, Singapore Intellect Full time

    Join our growing team in Intellect as a Financial Advisor where your role is to provide expert guidance on investment opportunities, tax strategies, retirement planning, and other financial matters to our clients based on their needs and goals. These consultations are conducted primarily through scheduled 30-minute video sessions on our platform.We're...


  • Singapur, Singapore United Overseas Bank Full time

    VP, Bancassurance Advisor, Personal Financial Services Posting Date: 12-May-2023 Location: Singapore (City Area), Singapore, Singapore, 048624 Company: United Overseas Bank Ltd About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories...


  • Singapur, Singapore United Overseas Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team at United Overseas Bank. As a Senior Financial Advisor, you will be responsible for providing financial advisory services and developing and growing our Privilege Reserve client relationships.Key ResponsibilitiesDevelop and implement financial plans and...

  • Lead Financial Advisor

    4 months ago


    Singapur, Singapore TotalEnergies Full time

    Profil du candidat Minimum 5 years (AD/ VP or equivalent level) of relevant experience in project finance / direct investment in the infrastructure / renewables sector Extensive knowledge of the renewables market. Offshore wind knowledge will be a plus Master degree in finance or economics Strong presentation and interpersonal skills; able to...


  • Singapur, Singapore United Overseas Bank Full time

    Head of Personal Wealth Management, Financial Services About United Overseas Bank (UOB) United Overseas Bank Limited (UOB) stands as a prominent financial institution in Asia, boasting a comprehensive network of over 500 branches and offices across 19 countries and territories, including regions in Asia Pacific, Europe, and North America. With a...


  • Singapur, Singapore United Overseas Bank Full time

    Head of Personal Wealth Management, Financial Services About United Overseas Bank (UOB) United Overseas Bank Limited (UOB) stands as a prominent financial institution in Asia, boasting a comprehensive network that spans over 500 branches and offices across 19 countries and territories within the Asia Pacific, Europe, and North America. Our...


  • Singapur, Singapore United Overseas Bank Full time

    Head of Personal Wealth Management, Financial Services About United Overseas Bank (UOB) United Overseas Bank Limited (UOB) stands as a prominent financial institution in Asia, boasting a comprehensive network of over 500 branches and offices across 19 countries and regions, including Asia Pacific, Europe, and North America. Our operations in Asia...

  • Financial Advisor

    6 days ago


    Singapur, Singapore Phillip Securities Full time

    Exciting Opportunity: Financial Advisor / Client Relationship Specialist at Phillip SecuritiesAre you a motivated and results-driven professional eager to become part of a vibrant team at Phillip Securities? We are a premier financial institution dedicated to providing a broad spectrum of financial solutions to our clients. Become a key player in fostering...

  • Personal Banker

    19 hours ago


    Singapur, Singapore OCBC Bank Full time

    Personal Banker / Personal Financial Consultant -(240001FY) Description ​ CONSUMER FINANCIAL SERVICES (CFS) The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Malaysia, our customer proposition caters to high net worth, premier and emerging affluent individuals...


  • Singapur, Singapore United Overseas Bank Full time

    AVP, Personal Wealth Team Head, Financial Services Posting Date: 21-May-2023 Location: Singapore, Singapore Company: 3677 About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we...


  • Singapur, Singapore United Overseas Bank Full time

    Senior Officer, Personal Wealth Executive Location: Singapore About United Overseas Bank (UOB) United Overseas Bank Limited (UOB) stands as a prominent financial institution in Asia, boasting a comprehensive network of over 500 branches and offices across 19 countries and regions in Asia Pacific, Europe, and North America. With a legacy exceeding...

  • Financial Advisor

    6 days ago


    Singapur, Singapore Phillip Securities Full time

    Opportunity Awaits: Investment Consultant / Client Relationship Specialist at Phillip SecuritiesAre you a motivated and results-driven professional eager to be part of a vibrant team at Phillip Securities? We are a premier financial institution dedicated to providing a wide array of financial solutions to our clientele. Be a key player in fostering robust...


  • Singapur, Singapore FedEx Full time

    Financial Planning & Analysis (FP&A) Advisor: Reports to System Form Finance Manager, the Regional FP&A Advisor will play a major role in system form project evaluation and recommendation including DRIVE AIR POD, financial reporting, EPLP cost analysis, financial system development and functional support. This regional role will present opportunities to work...


  • Singapur, Singapore Adobe Full time

    About Adobe At Adobe, we are dedicated to transforming the world through innovative digital experiences. Our mission is to empower everyone—from budding creators to established enterprises—with the tools they need to craft and deliver outstanding digital content. We are passionate about enabling individuals to produce stunning visuals, videos, and...


  • Singapur, Singapore Adobe Full time

    About Adobe At Adobe, we are dedicated to transforming the world through innovative digital experiences. Our mission is to empower everyone—from budding creators to established global brands—with the tools they need to craft and deliver exceptional digital interactions. We are passionate about enabling individuals to produce stunning visuals, videos,...

  • Personal Banker

    4 months ago


    Singapur, Singapore OCBC Bank Full time

    Personal Banker / Personal Financial Consultant (Skudai)-(240000IU) Description ​ CONSUMER FINANCIAL SERVICES (CFS) The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Malaysia, our customer proposition caters to high net worth, premier and emerging affluent...

  • Personal Banker

    3 months ago


    Singapur, Singapore OCBC Bank Full time

    Personal Banker / Personal Financial Consultant (Melaka)-(240000IT) Description ​ CONSUMER FINANCIAL SERVICES (CFS) The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Malaysia, our customer proposition caters to high net worth, premier and emerging affluent...

  • Personal Banker

    4 months ago


    Singapur, Singapore OCBC Bank Full time

    Personal Banker / Personal Financial Consultant (Muar)-(240000IS) Description ​ CONSUMER FINANCIAL SERVICES (CFS) The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Malaysia, our customer proposition caters to high net worth, premier and emerging affluent individuals...


  • Singapur, Singapore United Overseas Bank Full time

    VP, Wealth Banking Team Head, Personal Financial Services Posting Date: 01-Jun-2023 Location: Singapore, Singapore Company: 3677 About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In...