Financial Services Specialist
4 weeks ago
Role Overview
As a Financial Services Specialist at OCBC Bank, you will be responsible for providing quality wealth advisory services and financial product recommendations to High Net Worth Private Clients. Your primary goal will be to enhance franchise value by cross-selling appropriate wealth solutions based on an advisory-based approach.
Key Responsibilities
- To provide excellent customer experience to our Private Client customers at all touch points via 3 distinctive service elements: cared for, excellent, and enhanced value.
- To build sustainable relationships with Private Client customers by timely follow-ups and anticipating their needs.
- To proactively engage Private Client customers to achieve continuous customer satisfaction levels.
- To adhere to all related policies, regulatory risk, and compliance matters, including processes and procedures.
- To ensure no operational and control lapses.
- To ensure timely submission of both statutory and regulatory reports.
- To ensure adherence and compliance to all sales advisory, processes, and procedures.
Requirements
- Bachelor's degree in any field from an accredited university/college.
- Minimum 8 years' experience in the financial industry with exposure in client relationship/frontline roles.
- Possess strong understanding of both financial and non-financial markets, as well as excellent communication skills.
- Possess own transport and be willing to travel.
- Preferably multi-lingual.
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