Financial Services Professional
3 weeks ago
The Consumer Financial Services division at OCBC Bank serves a large customer base across Singapore, Malaysia, Indonesia, and China. Our customer proposition caters to high net worth, premier, and emerging affluent individuals through our premier private, wealth management, and affluent banking propositions.
In this role, you will provide "one-stop" banking solutions to our customers, offering financial advisory, promoting, and cross-selling a comprehensive range of financial products and services. You will also proactively manage and build long-term customer relationships, ensuring adherence to relevant policies, regulatory risk, and compliance matters.
Key Responsibilities:
- Provide financial advisory and promote a range of financial products and services.
- Manage and build long-term customer relationships.
- Ensure adherence to relevant policies, regulatory risk, and compliance matters.
Requirements
To be successful in this role, you will need:
- Bachelor's degree in any field from an accredited university or college.
- Interest in financial planning, investment, and sales.
- Minimum 1 year experience in sales or service experience.
- Good interpersonal and communication skills, with the ability to deliver high-quality customer service.
- Valid driving license and own transport.
- License and relevant certifications (PCE, CEILI, CUTE, etc.) are an added advantage.
What We Offer
We offer a comprehensive and hands-on assignment, as well as exposure to real-world challenges in Consumer Banking & Wealth Management. You will have the opportunity to demonstrate and showcase your critical thinking ability and innovative ideas, while sharpening your personal and professional competencies.
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