Personal Financial Consultant

17 hours ago

Central Region, Singapore OCBC (Singapore) Full time $60,000 - $120,000 per year

Personal Financial Consultant - Global Consumer Financial Services

OCBC opens doors to new opportunities.

Start your career with OCBC as a Personal Financial Consultant

At OCBC we are constantly on the lookout for exceptional individuals to join our team. As Singapore's longest established local bank, we have a global network of more than 450 branches and representative offices in more than 15 countries and territories. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. If you have passion, drive and the will to succeed, rise to the challenge today

What is it like being a Personal Financial Consultant at OCBC?

As a Personal Financial Consultant, you will be based at one of our island-wide Branches and will provide comprehensive, one-stop financial advisory services to customers through the active promotion and cross-selling of our full range of wealth management products that include insurance, loans, unit trusts and structured deposits. With an emphasis on consultative selling to meet customers' needs, you will also proactively build and manage long-term customer relationship and provide good after-sales service to them.

To help you succeed in your role, you will join our structured training program during the first 6 weeks of your career with us. Thereafter you will also have at least 5 training days every year to help you further develop your career and keep your skills sharp and up-to-date with the latest developments in the industry.

As a successful Personal Financial Consultant, you will have the option to take your career forward by either pursuing our Management Route, on the path of becoming a Branch Manager one day, or the Sales Route, growing into a Senior Relationship Manager working with premier private clients. Plus, as a top performer, you will be invited to trips, visiting great locations across the world from Paris, Barcelona to London and many more.

Qualifications

The successful candidate should be able to demonstrate the following selection criteria:

  • Preferably has a Degree or a Diploma with at least 2 years of relevant retail banking sales experience.
  • Fresh grads with no prior experience are also welcome to apply.
  • Results-oriented go-getter who works well under pressure.
  • Prepared to have flexible working hours that may include working on weekends.
  • Candidates with more than 2 years of relevant financial advisory experiences and proven sales records will be considered for Senior Personal Financial Consultant position.

  • Financial Consultants

    17 hours ago

    Central Region, Singapore Strategic Partners Financial Services Pte. Ltd. Full time $60,000 - $120,000 per year

    Company HighlightsWe believe in mutual respect, support and sharing of the fruits of our labour.We focus on developing and enhancing each team member's strengths for entrepreneurship, creativity and productivity. We enable each and every one of our team members to discover what drives him or her, to chart their success by leveraging on the business model...

  • Personal Assistant to Financial Consultant

    16 hours ago

    Central Subzone, Singapore Advisors' Clique Full time $40,000 - $60,000 per year

    About our principal – Great Eastern Financial AdvisersGreat Eastern Financial Advisers Private Limited (GEFA) is a wholly owned subsidiary of Great Eastern Holdings Limited, a member of the OCBC Group and is licensed under the Financial Advisers Act to provide financial advisory services.As a licensed Financial Adviser, GEFA brings together a suite of...

  • Financial Consultant

    16 hours ago

    Central Region, Singapore Elson Wong & Associates Full time $80,000 - $120,000 per year

    We LISTEN to your career aspirations AND we UNDERSTAND what you want.The Role:A Career as a Financial Consultant is meant to be challenging yet excitingWe are looking for exceptional individuals who can rise to the occasion and are looking to be difference. If you think you make the cut, you are the one we are looking forElson Wong & Associates is an agency...

  • Financial Consultant

    2 weeks ago

    Central Region, Singapore Private Advertiser Full time $60,000 - $80,000 per year

    About the roleOur dynamic team is seeking a motivated and experienced Financial Consultant to join our team on a contract basis. In this pivotal role, you will be responsible for providing expert financial advice and solutions to our valued clients in the Central Region. As a Financial Consultant, you will play a crucial part in helping our clients achieve...

  • Financial Adviser Representative – Wealth Manager

    1 week ago

    Central Region, Singapore Singlife Financial Advisers Pte. Ltd. Full time $60,000 - $120,000 per year

    Job Overview:We are looking for driven, people-focused individuals to join our team as Financial Adviser Representatives – Wealth Managers. This role offers the opportunity to develop and manage client portfolios by providing holistic financial advice, investment solutions, and wealth-building strategies. Key Responsibilities:Provide personalized...

  • Financial Services Consultant

    17 hours ago

    Singapore, Central Singapore fccsingapore Full time $60,000 - $120,000 per year

    On behalf of one of its clients, the French Chamber of Commerce is looking for a Financial Services Consultant Our client is a dynamic, forward -thinking financial services team committed to helping individuals and families achieve financial clarity, stability, and growth. As part of a fast -growing network backed by a reputable financial institution, they...

  • Financial Consultant

    1 week ago

    Tampines, East Region, Singapore Income Insurance Limited Full time $80,000 - $120,000 per year

    Income Insurance Limited (Income Insurance) is a leading composite insurer in Singapore, offering life, health, and general insurance services. Established in 1970 to address the social need for insurance, Income Insurance prioritizes the protection, savings, and investment needs of individuals, families, and businesses. The company's innovative and...

  • Pre-Sales Consultant, Financial ServicesNew

    4 days ago

    Central Region, Singapore AlphaSense Full time $80,000 - $120,000 per year

    *Role:* Pre-Sales Consultant, Financial Services*Reports to:* Pre-Sales Manager, Financial Services About AlphaSenseThe world's most sophisticated companies rely on AlphaSense to remove uncertainty from decision-making. With market intelligence and search built on proven AI, AlphaSense delivers insights that matter from content you can trust. Our universe...

  • Financial Consultant – Wealth

    16 hours ago

    Central Region, Singapore Professional Investment Advisory Services Pte Ltd - Edy Hartono Full time $80,000 - $120,000 per year

    Join Us as a Wealth Management Consultant – Build Your Future While Guiding Others to TheirsAre you looking to grow a meaningful career in wealth advisory, backed by a trusted brand and supportive team culture?We're looking for passionate individuals who are driven to help clients achieve financial clarity, security, and growth. Whether you're a mid-career...

  • HSBC Life Financial Sales Consultant

    17 hours ago

    Central Region, Singapore Asia Human Capital Pte Ltd Full time $80,000 - $120,000 per year

    These current positions are ONLY FOR Singaporean and Permanent ResidentsWe welcome:Mid Career SwitchersFresh GraduatesRole Overview:As a Consultant at HSBC Life, you will be instrumental in guiding our clients toward their financial objectives by offering customized investment and insurance solutions. Your role involves interacting with clients to grasp...