Personal Financial Consultant

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.

This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager.

Personal Financial Consultant - Sales

• Why Join
• Imagine helping people achieve their financial goals and securing their future. As a Personal Financial Consultant at OCBC, you'll have the opportunity to make a real difference in people's lives. You'll work with clients to understand their financial aspirations and provide tailored solutions to help them achieve their dreams.

• How you succeed
• It starts with building strong relationships with your clients. You'll take the time to understand their financial goals, risk tolerance, and investment horizon. Then, you'll use your knowledge of our products and services to provide personalized solutions that meet their needs. Your goal is to deliver exceptional customer service and build long-term relationships with your clients.

What you do

Build and maintain positive relationships with mass customers by delivering high-quality customer services

Identify customer banking / financial needs and recommend appropriate services and products to assist them achieving their financial goals

Meet business targets by proactively identifying sales opportunities and cross-selling relevant bank services / products, including insurance and investment

Ensure smooth branch operations and adhere to relevant guidelines and procedures

Assist superior to coach and mentor junior staff to better meet branch sales targets

Who you are

Bachelor’s degree or above

• •Insurance License & Investment Qualification (academic or professional qualification)
• •Sound knowledge of retail banking products including mortgage loan, wealth management products (i.e., Investment & Insurance), credit card, etc.

Minimum 1 years of sales experience in the banking services

Exhibit strong interpersonal and communication skills

Creative and possess the initiative, drive, and ability to work independently and in a team; has the drive to succeed and is focused and disciplined to achieve the sales quota and revenue

Good command of written and spoken of English and Chinese

• 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.

• 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. Equal opportunity. Fair employment. Selection based on ability and fit with our culture and values. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

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.