Financial Services Consultant

4 weeks ago


Singapore OCBC Bank Full time
Job Overview

We are seeking an experienced Financial Services Consultant to join our team at OCBC Bank. This role will involve offering professional wealth advice and acquiring new customers for Premier Banking.

Key Responsibilities
  • Wealth Advice: Engage with wealth specialists to stay up-to-date on global market trends and provide expert financial solutions to Premier Banking customers.
  • Customer Acquisition: Participate in sales activities and events to acquire new customers and promote the benefits of Premier Banking.
  • Service Quality: Proactively engage with customers to establish strong relationships, improve customer satisfaction, and enhance engagement scores.
  • Compliance: Adhere to all regulatory requirements, submit reports on time, and ensure zero defects in account opening and sales transactions.
Requirements
  • Education: Minimum Diploma holder with relevant certifications (UT - FIMM, Insurance - PCE Life, PCE General, and CEILI).
  • Experience: Minimum 2 years of sales or service experience in the financial or service industry.
  • Skills: Strong understanding of financial and non-financial markets, excellent communication and interpersonal skills, good social networking skills, and excellent inter-personal skills.
  • Transportation: Must have own transport and be willing to travel.
  • Languages: Preferably multi-lingual.
What We Offer

As a Financial Services Consultant at OCBC Bank, you can expect a competitive salary range of SGD $80,000 - SGD $120,000 per annum, depending on experience and qualifications.

About Us

OCBC Bank is one of the largest banks in Southeast Asia, offering a wide range of financial services to individuals, businesses, and institutions. Our commitment to excellence and customer-centric approach has earned us numerous awards and recognition in the industry.



  • Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time

    Roles & ResponsibilitiesAre you looking to be a financial service professional in a leading multiple provider Financial Advisory firm?Job Highlights· Fulfilling Career with Attractive Remuneration Model· Exciting Career Progression and Developmental Pathway· Flexible Hours & Work Life BalanceJob DescriptionWe are looking for dynamic and talented candidate...


  • Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time $3,000 - $5,000

    Are you looking to be a financial service professional in a leading multiple provider Financial Advisory firm? Job Highlights Fulfilling Career with Attractive Remuneration Model Exciting Career Progression and Developmental Pathway Flexible Hours & Work Life Balance Job Description We are looking for dynamic and talented...


  • Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time

    At Infinutum Financial Advisory PTE. LTD., we are seeking a dynamic and talented Financial Services Consultant to join our team.About the Role:We offer a fulfilling career with an attractive remuneration model, exciting career progression and developmental pathway, and flexible hours & work life balance.Key Responsibilities:Develop new client relationships...


  • Singapore MANULIFE FINANCIAL ADVISERS PTE. LTD. Full time

    Job Title:Financial Services ProfessionalAbout the Role:We are seeking an experienced Financial Consultant to join our team at Manulife Financial Advisers PTE. LTD.Salary:$80,000 - $120,000 per annum (base salary) + Uncapped Commission + BenefitsKey Responsibilities:As a Financial Consultant, you will be responsible for providing financial solutions to...


  • Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time

    We are seeking a dynamic and talented individual to join our team as a Financial Services Consultant at INFINITUM FINANCIAL ADVISORY PTE. LTD.About the RoleThis is an excellent opportunity for individuals who are passionate about providing expert financial advice and planning services to clients. As a Financial Services Consultant, you will be responsible...


  • Singapore INFINITUM FINANCIAL ADVISORY PTE. LTD. Full time

    We are seeking a highly skilled Financial Solutions Consultant to join our team at INFINITUM FINANCIAL ADVISORY PTE. LTD. The ideal candidate will have excellent people management skills, strong interpersonal and communication abilities, and a proven track record in sales.About the RoleThis permanent position comes with a basic salary of SGD 80,000 per...


  • Singapore GLOBAL FINANCIAL CONSULTANTS PTE. LTD. Full time

    Job DescriptionWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at GLOBAL FINANCIAL CONSULTANTS PTE. LTD.About the RoleThis is a fantastic opportunity for a motivated individual to take on a key support role in our finance department. As a Financial Services Coordinator, you will be responsible for...


  • Singapore IFAST FINANCIAL PTE. LTD. Full time

    OverviewiFAST FINANCIAL PTE. LTD.We are seeking a skilled and client-oriented Financial Consultant to join our team in Singapore.Your primary goal will be to provide personalized wealth management solutions to clients, helping them grow their assets and achieve financial stability.Salary and BenefitsThe salary for this position is estimated to be between SGD...


  • Singapore FINANCIAL ALLIANCE PTE. LTD. Full time

    About the RoleAs a Senior Financial Planning Consultant at FINANCIAL ALLIANCE PTE. LTD., you will play a pivotal role in helping our clients achieve their financial objectives. This exciting opportunity involves providing expert financial advice to profile clients' needs and offering tailored solutions to enhance their wealth...


  • Singapore Institute Of Banking And Finance Full time

    Are you looking to be a financial service professional in a leading multiple provider Financial Advisory firm? Job Highlights Fulfilling Career with Attractive Remuneration Model Exciting Career Progression and Developmental Pathway Flexible Hours & Work Life Balance Job Description We are looking for dynamic and talented candidates to join us as Financial...


  • Singapore ACHIEVE CAREER CONSULTANT PTE LTD Full time

    About Achieve Career Consultant PTE LTDAchieve Career Consultant PTE LTD is a leading recruitment agency that specializes in placing top talent in the financial industry.Job Title: Banking Sales ExecutiveEstimated Salary: $50,000 - $80,000 per annumThis exciting opportunity has arisen for an experienced Banking Sales Executive to join our team. As a key...


  • Singapore FINANCIAL ALLIANCE PTE. LTD. Full time

    Job Description:OverviewFINANCIAL ALLIANCE PTE. LTD. is a dynamic and forward-thinking financial services firm seeking an experienced Financial Advisory Representative to join our team. As a key member of our advisory team, you will play a vital role in providing high-quality financial planning services to our clients.Salary: SGD 80,000 - SGD 120,000 per...


  • Singapore Institute Of Banking And Finance Full time

    Are you looking to be a financial service professional in a leading multiple provider Financial Advisory firm?Job HighlightsFulfilling Career with Attractive Remuneration ModelExciting Career Progression and Developmental PathwayFlexible Hours & Work Life BalanceJob DescriptionWe are looking for dynamic and talented candidates to join us as Financial...


  • Singapore SHL CONSULTING PTE. LTD. Full time

    About SHL Consulting PTE. LTD.SHL Consulting PTE. LTD. is a reputable consultancy firm in Singapore, offering a comprehensive range of services tailored to meet the needs of our clients. We are seeking an experienced and reliable Accountant Partner to handle leads primarily from Chinese-speaking clients who are interested in setting up a company in...

  • Professional Trainee

    4 weeks ago


    Singapore PROFESSIONAL FINANCIAL ADVISORY SERVICES Full time

    Job SummaryWe are seeking a highly motivated Management Trainee to join our team at Professional Financial Advisory Services. This is an excellent opportunity for recent graduates or those looking to transition into a management role within the financial services industry.About the RoleThis Management Trainee position involves participating in meetings,...


  • Singapore ORACLE FINANCIAL ADVISORY Full time

    Roles & ResponsibilitiesLoanWorks Singapore is expanding and we are looking for driven, dynamic individuals with strong networking skills to join us as loan consultants. The role encompasses sales, client advisory & account management requirements. We offer a structured career progression path with an attractive remuneration package & performance bonuses.i)...


  • Singapore AIA Singapore Private Limited - Tay Meng Chuan Full time

    Job responsibilities: Provide professional financial advisory services to our clientele. Analyze and manage our client's financial portfolio Developing & maintaining long term relationship with the clients. Grow and protect their assets through sales and marketing of the company's range of products. Job requirements: Minimum full certificate in GCE...


  • Singapore SP - Katherine Soh Full time

      Job Responsibilities   Providing financial planning advice based on clients financial and protection needs.   Providing recommendation to clients on protection, wealth accumulation and legacy planning.     Job Requirements   Minimum full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, diploma awarded by a...


  • Singapore ALPHA WEALTH FINANCIAL ADVISERS PTE. LTD. Full time

    Roles & ResponsibilitiesJob Highlights· Build relationships with clients· Career AdvancementJob ResponsibilitiesAcquire and manage a pool of clients’ investment portfolios· Understand clients’ financial objectives and investment requirements· Provide information and comparisons for clients to make informed decisions· Building and maintaining...


  • Singapore BENSYL CONSULTANCY SERVICES PTE LTD Full time

    Job DescriptionWe are seeking a seasoned Financial Management Consultant to join our team at Bensyl Consultancy Services PTE LTD.About the RoleThis is a leadership position that requires a high level of expertise in financial management, accounting, and team supervision. The successful candidate will be responsible for independently managing a complete set...