Elite Banking Professional

4 weeks ago


Singapore OCBC Full time

As a seasoned Client Advisor with Premier Private Client, you will play a pivotal role in driving growth and success within the Premier Banking - Private Client (Onshore) segment. With a focus on affluent customers, your primary responsibility will be to acquire and prospect new business opportunities.

Key Responsibilities:

  • Identify and pursue high-net-worth individuals with assets exceeding S$1 million for wealth management services
  • Develop and nurture long-term relationships with clients, ensuring their financial goals are met through tailored solutions
  • Contribute to the overall revenue growth of Premier Private Client by achieving sales targets and expanding existing client portfolios
  • Foster a deep understanding of clients' needs, providing expert financial analysis and guidance to inform investment decisions
  • Promote banking products and services, including unit trusts, bancassurance, and treasury products, to enhance clients' financial well-being
  • Ensure exceptional customer service, delivering a seamless experience that meets or exceeds client expectations

Requirements:

  • A minimum of 5 years of experience in wealth management sales, preferably within the banking and financial services industry, with a proven track record in sales performance
  • Relevant university degree and certifications, such as CACS Paper 1 & 2 and HI
  • Thorough knowledge of banking products and services, including investments, insurance, and treasury products
  • Excellent interpersonal, communication, and tele-consulting skills
  • Ability to work independently and collaboratively as part of a team, demonstrating initiative, integrity, and a drive to succeed

We offer a competitive salary of approximately $120,000 per annum, commensurate with experience, plus benefits and opportunities for professional growth.



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