Wealth Management Specialist

3 weeks ago


Singapore OCBC Bank Full time
Unlock Your Potential in Consumer Banking & Wealth Management

Are you a driven individual looking to kick-start your career in consumer banking and wealth management? Do you have a passion for financial planning, investment, and sales? If so, we have an exciting opportunity for you as a Personal Financial Consultant at OCBC Bank.

About the Role:
In this role, you will provide "one-stop" banking solutions to our customers, offering a comprehensive range of financial products and services. You will also be responsible for promoting and cross-selling these products, while proactively managing and building long-term customer relationships.

Key Responsibilities:
- Provide high-quality customer service and deliver exceptional customer experiences
- Identify and acquire new business opportunities through proactive outreach and engagement with customers
- Develop and execute customized financial plans to meet the needs of our high net worth, premier, and emerging affluent individuals
- Stay up-to-date with market trends and regulatory requirements to ensure compliance and risk management

Requirements:
To succeed in this role, you will need:
- A Bachelor's degree from an accredited university/college
- Strong interest in financial planning, investment, and sales
- Minimum 1 year experience in sales or service-related roles
- Excellent interpersonal and communication skills, with the ability to build strong relationships with customers and colleagues
- A valid driving license and own transport (preferably)

What We Offer:
We offer a competitive salary of SGD $50,000 - $60,000 per annum, depending on experience, plus benefits such as medical and dental insurance, retirement plan, and opportunities for professional growth and development.

This is a fantastic opportunity to join a leading bank and launch your career in consumer banking and wealth management. If you are passionate about delivering exceptional customer experiences and driving business growth, we encourage you to apply.

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