Personal Financial Advisor
6 days ago
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.
- 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.
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.
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