Financial Services Representative

3 weeks ago


Singapore OCBC Bank Full time
Consumer Financial Services (CFS) at OCBC Bank

The CFS 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 through our premier private, wealth management, and affluent banking propositions.

In CFS, we offer an accelerated career path for aspiring graduates to be future leaders. It is a start to a rewarding career opportunity that provides you with a comprehensive and hands-on assignment, as well as exposure to real-world challenges in Consumer Banking & Wealth Management. We provide the platform for you to demonstrate and showcase your critical thinking ability and innovative ideas, whilst sharpening your personal and professional competencies.

Key Responsibilities:
  • To provide one-stop banking solutions to our customers.
  • To provide financial advisory, promote, and cross-sell a comprehensive range of financial products and services.
  • To proactively manage and build long-term customer relationships.
  • To provide good after-sales and conduct sales visits to potential customers within the vicinity.
  • To ensure adherence to relevant policies, regulatory risk, and compliance matters.

Qualifications:
  • Bachelor's degree, in any field, from an accredited university/colleges.
  • Possess interest in financial planning, investment, and in sales.
  • Preferably with minimum 1 year experience in sales or service experience.
  • Possess good interpersonal and communication skills; able to deliver high-quality customer service.
  • Possess a valid driving license & own transport.
  • License and relevant certifications (PCE, CEILI, CUTE etc) is an added advantage.
  • Fresh graduates are encouraged to apply.


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