Strategic Financial Partner

3 weeks ago


Singapore OCBC Bank Full time

At OCBC Bank, we are seeking a skilled Strategic Financial Partner to join our team.

About the Role

This is an excellent opportunity for an experienced professional to work with high net worth private clients and provide quality wealth advisory services.

Key Responsibilities

The successful candidate will be responsible for:

  • Providing exceptional customer experience through proactive engagement, timely follow-ups, and anticipating customers' needs.

  • Cross-selling appropriate wealth solutions based on an advisory approach to enhance franchise value.

  • Acquiring new high net worth private banking level customers via contacts, referrals, and marketing initiatives.

  • Ensuring adherence to all related policies, regulatory risk, and compliance matters, including processes and procedures.

  • Proactively engaging private clients to achieve continuous customer satisfaction levels.

Requirements

To be successful in this role, you will need:

  • A bachelor's degree from an accredited university or college.

  • A minimum of 8 years' experience in the financial industry with exposure in client relationships or frontline roles.

  • Possession of strong understanding of both financial and non-financial markets, as well as excellent analytical skills.

  • Owning transport and being willing to travel.

  • Preferably multi-lingual.

Benefits and Compensation

We offer a competitive salary package, including a base salary of SGD $120,000 - $180,000 per annum, depending on experience, plus benefits and bonuses.



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