Senior Financial Advisor
6 days ago
Job Summary:
We are seeking a Senior Financial Advisor to join our Wealth Solutions team at OCBC Bank. As a key member of the team, you will be responsible for offering professional wealth advice to our Premier Banking customers and achieving revenue targets.
About the Role:
- Provide expert financial advice to high net worth individuals and families, identifying opportunities to grow their wealth and achieve their financial goals.
- Build and maintain strong relationships with clients, understanding their financial needs and providing tailored solutions to meet those needs.
- Work closely with the regional wealth panel to stay up-to-date on market trends and economic developments, ensuring that clients receive the best possible advice.
- Collaborate with colleagues across the bank to identify cross-selling opportunities and drive business growth.
Requirements:
- Degree holder in Finance or related field (e.g., UT-FIMM, Insurance-PCE Life, PCE General, CEILI).
- A minimum of 2 years' experience in sales or service roles within the financial industry (e.g., airline, telco, hotel, tourism).
- Strong understanding of both financial and non-financial markets, as well as excellent communication and interpersonal skills.
- Good social networking skills and ability to work effectively in a team environment.
- Possesses own transport and willing to travel for business purposes.
- Preferably multi-lingual.
What We Offer:
- Competitive salary: $120,000 - $150,000 per annum (estimated)
- Ongoing training and development opportunities to enhance your skills and knowledge.
- A dynamic and supportive work environment with a talented team of professionals.
- The chance to make a real difference in the lives of our clients and contribute to the success of OCBC Bank.
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