Advisor - OCBC
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 As a Client Advisor for Premier Private Client (PPC), you'll have the opportunity to build meaningful relationships with high net worth individuals and their families, helping them achieve their financial goals and aspirations. You'll be part of a team that values expertise, innovation, and exceptional service, and you'll have the chance to grow your career with one of the world's most highly rated banks.
How you succeed To succeed in this role, you'll need to be a trusted advisor, able to understand the complex financial needs of your clients and provide tailored solutions that meet their individual goals. You'll need to be a skilled communicator, able to build strong relationships with your clients and colleagues, and you'll need to be proactive in identifying new business opportunities and growing your client base.
We are looking for highly driven individual ready to take on new challenges and has the self-initiative, business acumen and tenacity to join our team! You will be ready to cover either markets in South Asia (Malaysia, Indonesia) or North Asia.
As a Client Advisor with Premier Private Client, your roles & responsibilities will include:
- Actively acquire and prospect new customers for the Premier Banking - Private Client (Onshore & Offshore) segment (AUM S$1.5 million & above).
- Develop and strengthen their relationships with the Bank in accordance with relevant business goals.
- Contribute to the bottom-line of Premier Private Client through the accomplishment of profit and growth targets.
- Manage the relationships with new and existing affluent customers through professional consultative financial analysis.
- Up-sell, cross-sell and provide regular market information updates and trend analysis to these customers.
- You will also ensure superior customer service and contribute to the overall customer experience of Premier Private Client.
Who you are
- You should have 5 years or more of wealth management sales experience in the banking and financial services industry, preferably in managing the affluent segment with proven track record in sales performance.
- Recognised university degree and accreditation in CACS Paper 1 & Paper 2 and HI.
- Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance and treasury products.
- You exhibit strong interpersonal, communication skills and good at tele-consulting.
- It is essential that you have the initiative, integrity and ability to work independently and as a team.
- You have the drive to succeed and is focused and disciplined to achieve the sales quota and revenue.
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.
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