Elite Private Client Advisor | Wealth Growth

OCBC; Singapore; On-site; SGD 60,000 - 120,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Community initiatives

Learning and development opportunities

Wellbeing and growth

Job summary

OCBC invites applications for a Client Advisor in Premier Private Client in Singapore. You will build meaningful relationships with high net worth individuals, identify opportunities, and provide tailored financial solutions aligned to client goals.

You will cover International Wealth Markets: North Asia or ASEAN, including Malaysia, Indonesia, Thailand, Vietnam, and strive to exceed sales targets while delivering exceptional service.

Qualifications

• Wealth management sales experience in banking and financial services.
• Ability to achieve sales quota through client acquisition and growth.
• Strong communication and client advisory capabilities.

Responsibilities

• Actively acquire and prospect new customers for Premier Banking - Private Client (AUM S$1.5M+).
• Develop and strengthen relationships with the Bank aligned to business goals.
• Contribute to profit and growth targets of Premier Private Client.
• Manage relationships with new and existing affluent customers through consultative analysis.
• Upsell, cross-sell and provide market insights and trend analysis.
• Ensure superior customer service and overall client experience.

Skills

Wealth management sales

Interpersonal skills

Tele-consulting

Team collaboration

Self-motivation

Education

Recognised university degree

CACS Paper 1

CACS Paper 2

HI accreditation

Job description

OCBC invites applications for a Client Advisor in Premier Private Client in Singapore. You will build meaningful relationships with high net worth individuals, identify opportunities, and provide tailored financial solutions aligned to client goals.

You will cover International Wealth Markets: North Asia or ASEAN, including Malaysia, Indonesia, Thailand, Vietnam, and strive to exceed sales targets while delivering exceptional service.