Wealth Advisor — Tele-Consulting Growth

OCBC (Singapore); Santo Niño 1st; On-site; PHP 350,000 - 550,000; Full time

Benefits offered by this job

Overseas trips

Full benefits package

Structured training

Job summary

OCBC Bank (Singapore) is seeking a diligent wealth management associate to engage clients via tele-consulting and in-person interactions. You’ll convert leads to advisory appointments, build relationships, and deliver suitable banking, investment and insurance guidance with integrity.

You will work in an office-based environment with training, coaching, and opportunities to participate in bank-led events and outreach activities. Weekend events may be required at times.

Responsibilities

• Engage customers mainly through tele-consulting, along with in-person and virtual interactions to existing customers
• Convert warm and cold leads into advisory appointments through structured tele-consulting
• Proactively identify, engage and develop new customer relationships through outbound advisory conversations
• Achieved monthly acquisition targets through outbound prospecting and follow-ups
• Build your customer base through structured outreach activities, tele-prospecting initiatives and customer engagement programmes
• Understand customers’ needs, goals and life stages, and share suitable banking, investment and insurance solutions in a clear and responsible way
• Work closely with the Business Sales Manager to support business plans and contribute towards achieving team and individual KPIs
• Participate in bank-led events, roadshows and outreach activities to meet customers and support business growth
• Stay connected with existing customers by sharing relevant ideas, market updates and timely insights
• Set personal goals for yourself and work steadily towards achieving them, with guidance from your manager and team
• Keep learning and improving — whether it’s product knowledge, market awareness or communication skills

Skills

Tele-consulting

Outbound outreach

Relationship building

Job description

OCBC Bank (Singapore) is seeking a diligent wealth management associate to engage clients via tele-consulting and in-person interactions. You’ll convert leads to advisory appointments, build relationships, and deliver suitable banking, investment and insurance guidance with integrity.

You will work in an office-based environment with training, coaching, and opportunities to participate in bank-led events and outreach activities. Weekend events may be required at times.