Senior Wealth Advisor

2 weeks ago


Singapur, Singapore OCBC Bank Full time
Key Responsibilities:

As a Senior Wealth Advisor at OCBC Bank, you will be responsible for offering professional wealth advice to our Premier Banking customers. You will be part of the leading wealth solutions team in the industry and supported by regional wealth panel. Your key responsibilities will include:

  • Offer Professional Wealth Advice - To provide expert advice and financial solutions to our Premier Banking customers, achieving revenue targets and growing customer satisfaction.
  • Be Our Premier Banking Advocate and Acquire New Customers - Engage with customers and prospects, sharing the benefits of Premier Banking and inviting them to join our community.
  • Service - Proactively engage with PB customers to establish strong relationships, improving customer engagement scores and satisfaction.
  • Compliance - Adhere to all documentary and process procedures, ensuring zero defects in account opening, sales transactions, and loan submissions.

Requirements:

To succeed in this role, you will need:

  • Minimum Diploma holder with relevant certifications (UT - FIMM, Insurance - PCE Life, PCE General, and CEILI).
  • Minimum 2 years sales or service experience in the Financial or Service industry.
  • Strong understanding of financial and non-financial markets, excellent communication and interpersonal skills.
  • Good social networking skills and ability to travel.
  • Preferably multi-lingual.


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