Senior Financial Advisor

6 days ago


Singapore OCBC Bank Full time

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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