Senior Personal Financial Consultant, Digital Offshore

2 weeks ago


Singapore OCBC Bank Full time

**Senior Personal Financial Consultant, Digital Offshore** **-** **(**2500001H**)**

Job Responsibilities:

- Actively acquire and prospect new Premier Banking Asia customers, develop and strengthen their relationships with the Bank in accordance with relevant business goals.
- Contribute to the bottom-line of Premier Banking Asia through the accomplishment of profit and growth targets.
- Engage Regional Premier clients to up-fund and meet AUM criteria.
- You will ensure superior customer service thereby contributing to the overall customer experience of Premier Banking Asia.
- Conduct all required KYC, AML procedures and documentation

**Qualifications**
- Minimum 2 years of excellent acquisition sales, business development experience or works in the banking and financial services industry, preferably in managing the affluent segment.
- Tertiary Education, preferably Bachelor’s degree
- CMFAS certification of M5, M8, M8A, M9, M9A & HI
- You must exhibit strong interpersonal, communication skills and good at tele-consulting.
- Highly driven and positively motivated
- Polished and mature to handle the affluent market segment

**Primary Location**: Singapore

**Job**: Personal Financial Consultant

**Organization**: Premier Private Client & Premier Banking Asia

**Schedule**: Permanent

**Job Posting**: 09-Jan-2025, 12:26:50 AM



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