Banca Advisor

*WHO WE ARE:*

As Singapore's longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Today, we're on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia's leading financial services partner for a sustainable future.

We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.

Your Opportunity Starts Here.

Why Join

Imagine being part of a team that helps high net worth individuals and families achieve their financial goals. As a Banca Advisor at OCBC, you'll have the opportunity to build long-term relationships with clients and provide them with tailored wealth management solutions. You'll be part of a team that is dedicated to delivering exceptional service and expertise.

How you succeed

To succeed in this role, you'll need to take a client-centric approach, understanding their unique needs and goals. You'll work closely with our team of experts to develop and implement wealth management strategies that meet our clients' objectives. Building strong relationships and providing exceptional service will be key to your success.

What you do

• Manage a portfolio of high networth clients, providing them with wealth management solutions and advice
• Joint collaboration with Premier Banking Relationship Managers on client meetings
• Develop and implement investment strategies that meet our clients' objectives
• Build and maintain relationships with clients, understanding their needs and goals
• Collaborate with our team of experts, including investment specialists and financial planners
• Stay up-to-date with market trends and developments, providing insights and advice to our client
• Conduct continuing education for Relationship Managers on high networth insurance products, as well as financial planning and legacy planning concepts

Who you are

• An accredited degree in Banking and Finance or equivalent
• Candidate should have at least 5 years of relevant experience
• The candidate must have experience in the Bancassurance space, especially in high networth products like Universal Life
• Ideally candidate should have good appreciation of the investment climate to better advice on financing as part of client's portfolio
• Strong passion in training and coaching in the areas of financial planning as well as legacy planning concepts
• Candidate should ideally be mature, confident, and able to play a meaningful role in client meetings
• Excellent communication, strong interpersonal skills with ability to work collaboratively across the organization
• Strong analytical mind

*What we offer:*

Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.