Financial Planning Specialist
3 weeks ago
About OCBC Bank
As a leading banking group in Southeast Asia, we cater to the needs of almost 3 million customers across Singapore, Malaysia, Indonesia, and China. Our Group Consumer Financial Services division serves high net worth, premier, and emerging affluent individuals through our private banking, wealth management, and affluent banking propositions.
Career Opportunities
We offer an accelerated career path for aspiring professionals to become future leaders in Consumer Banking & Wealth Management. This role provides a comprehensive and hands-on assignment, as well as exposure to real-world challenges. You will have the opportunity to demonstrate and showcase your critical thinking ability and innovative ideas, while sharpening your personal and professional competencies.
Main Responsibilities
- Provide "one-stop" banking solutions to our customers.
- Offer financial advisory services and promote a comprehensive range of financial products and services.
- Proactively manage and build long-term customer relationships.
- Deliver excellent after-sales service and conduct sales visits to potential customers within their vicinity.
- E nsure adherence to relevant policies, regulatory risk, and compliance matters.
Requirements
- Bachelor's degree from an accredited university/college.
- Possess interest in financial planning, investment, and sales.
- A minimum of 1 year experience in sales or service is preferred.
- Excellent interpersonal and communication skills, with the ability to deliver high-quality customer service.
- A valid driving license and own transport are required.
- Licenses and relevant certifications (PCE, CEILI, CUTE, etc.) are an added advantage.
- Fresh graduates are encouraged to apply.
About the Role
This role comes with a competitive salary of SGD $60,000 - SGD $80,000 per annum, depending on experience. As a Financial Planning Specialist - Wealth Management, you will be responsible for providing personalized financial solutions to our clients, helping them achieve their financial goals and aspirations.
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