Financial Services Specialist

2 weeks ago


Singapur, Singapore OCBC Bank Full time

Key Responsibilities

  • To provide high-quality financial advisory services and product recommendations to High Net Worth (HNW) Private Clients.
  • To enhance franchise value by cross-selling wealth solutions based on an advisory approach.
  • To expand the Private Client Franchise by acquiring new HNW customers through contacts, referrals, and marketing initiatives.

Service Excellence

  • To deliver exceptional customer experiences to Private Client customers at all touchpoints via three 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.

Compliance and Risk Management

  • To adhere to all related policies, regulatory risks, and compliance matters, including processes and procedures.
  • To ensure no operational or control lapses.
  • To ensure timely submission of statutory and regulatory reports.
  • To ensure adherence to all sales advisory processes and procedures.

Qualifications and Requirements

  • Bachelor's degree from an accredited university or college.
  • Minimum 8 years' experience in the financial industry with exposure in client relationships and frontline roles.
  • Priority will be given to those with relevant licenses and certifications (IPPC, etc.).
  • Strong understanding of financial and non-financial markets, as well as excellent communication skills.
  • Possess own transport and willingness to travel.
  • Preferably multi-lingual.


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