Premier Private Client - Client Advisor (Offshore), Group Consumer Financial Services

OCBC Bank; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a highly driven Client Advisor to join their Premier Private Client team. This role involves actively acquiring new customers and managing relationships with affluent clients, focusing on delivering exceptional service and achieving sales targets. With a strong emphasis on wealth management and financial analysis, the ideal candidate will have a proven track record in sales and the ability to work independently while contributing to team goals. Join this dynamic environment where your expertise in banking products and customer relationship management will make a significant impact on the business's growth and success.

Qualifications

• 5+ years of wealth management sales experience in banking.
• Strong interpersonal skills and ability to work independently.

Responsibilities

• Acquire and prospect new customers for Premier Banking.
• Manage relationships with affluent customers and provide financial analysis.

Skills

Wealth Management Sales

Customer Relationship Management

Financial Analysis

Interpersonal Skills

Tele-consulting

Education

Recognised University Degree

CACS Paper 1 & 2 Accreditation

HI Accreditation

Tools

Banking Products Knowledge

Investment Products Knowledge

Job description

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 (Offshore) segment (AUM S$1 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.

Qualifications

• 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.

Primary Location

Job

Organization