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Wealth Management Consultant

1 week ago

Singapore OCBC Bank Full time

Job Description:

We are looking for a Wealth Management Consultant to join our team at OCBC Bank. As a key member of our team, you will be responsible for providing advisory services on High Net Worth insurance and Premier Bancassurence products to our clients.

Main Responsibilities:

  • Deliver expert advice on High Net Worth insurance and Premier Bancassurance products to clients.
  • Collaborate with Premier Banking Relationship Managers on client meetings and proposal development.
  • Conduct educational sessions for RMs on High Net Worth insurance products and financial planning concepts.

Requirements:

  • Hold an accredited degree in Banking and Finance or equivalent.
  • Possess a minimum of 3-5 years of relevant experience.
  • Demonstrate sound analytical skills.
  • Have experience in the Bancassurance space, especially in High Net Worth products like Universal Life.
  • Exhibit strong understanding of investment climate to provide informed advice on financing as part of client's portfolio.
  • Show passion for training and coaching in financial planning and legacy planning concepts.
  • Display maturity, confidence, and ability to play a key role in client meetings.
  • Demonstrate excellent communication and strong interpersonal skills with ability to work collaboratively across organization.