Financial Services Consultant
4 weeks ago
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.
- 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.
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 UsOCBC 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.
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