Wealth Management Executive

1 month ago


Singapore OCBC Full time

**Overview of OCBC Premier Private Client**

The Premier Private Client team at OCBC is responsible for providing exceptional banking services to high net worth individuals. As a key member of this team, you will be responsible for acquiring and prospecting new customers, developing and strengthening relationships with existing clients, and contributing to the overall success of the business.

 

**Salary and Benefits**

We are offering a highly competitive salary of S$120,000 per annum, plus benefits including bonuses, health insurance, and retirement plans.

 

**Job Description**

As a Client Advisor with Premier Private Client, your primary responsibilities will include:

  • Actively acquiring and prospecting new customers for the Premier Banking - Private Client (Onshore) segment, with a focus on clients with assets under management exceeding S$1 million.
  • Developing and strengthening relationships with existing affluent clients in accordance with relevant business goals.
  • Contributing to the bottom-line of Premier Private Client through the accomplishment of profit and growth targets.
  • Managing relationships with new and existing affluent customers through professional consultative financial analysis.
  • Upselling, cross-selling, and providing regular market information updates and trend analysis to these customers.

 

**Required Skills and Qualifications**

To succeed in this role, you will need:

  • A minimum of 5 years of wealth management sales experience in the banking and financial services industry, preferably in managing the affluent segment and possessing a proven track record in sales performance.
  • A recognized university degree and accreditation in CACS Paper 1 & Paper 2 and HI.
  • Solid knowledge of banking products and services, including investment products such as unit trusts, bancassurance, and treasury products.
  • Strong interpersonal, communication skills, and proficiency in tele-consulting.
  • Initiative, integrity, and the ability to work independently and as part of a team.
  • The drive to succeed and a focused, disciplined approach to achieving sales quotas and revenue.


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