Senior Wealth Strategist

2 weeks ago


Singapore OCBC Bank Full time
About the Role

As a Senior Wealth Strategist at OCBC Bank, you will play a crucial role in delivering exceptional wealth management services to our esteemed clients. Reporting directly to the regional wealth panel, you will be part of a leading team that sets industry standards.

The ideal candidate will have a strong understanding of financial and non-financial markets, as well as excellent communication and interpersonal skills. With a minimum of 2 years of experience in sales or service roles within the financial or service industry, you will be well-equipped to engage with customers, prospects, and internal stakeholders.

In this dynamic role, you will be responsible for:

  • Wealth Advice and Acquisition

You will work closely with our wealth specialists to provide professional advice on wealth solutions tailored to our Premier Banking customers' needs. By engaging with customers and prospects, you will establish long-lasting relationships and achieve revenue targets.

  • Cross-Selling and Service

As an ambassador for OCBC Bank's Premier Banking services, you will proactively engage with customers to establish a deep understanding of their financial goals and preferences. This will enable you to deliver bespoke wealth solutions that meet their evolving needs, resulting in improved customer satisfaction and engagement scores.

  • Compliance and Regulatory Requirements

You will be responsible for adhering to all relevant documentary and process procedures, ensuring compliance with regulatory requirements and submitting reports in a timely manner. Your focus on delivering zero defects in account opening, sales transactions, loan submissions, and other key processes will contribute to maintaining the bank's high standards.

Requirements and Qualifications
  • A minimum Diploma holder with UT - FIMM, Insurance - PCE Life, PCE General, and CEILI qualifications;
  • At least 2 years of sales or service experience in the financial or service industry;
  • Strong understanding of financial and non-financial markets;
  • Excellent communication and interpersonal skills;
  • Good social networking skills;
  • Ability to travel and possess own transportation;
  • Preference for multilingual candidates.
What We Offer

As a valued member of our team, you can expect a competitive salary range between SGD $80,000 to SGD $120,000 annually, depending on your qualifications and experience. You will also enjoy a comprehensive benefits package, including medical insurance, retirement savings, and opportunities for career growth and professional development.



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