Financial Wellness Consultant

OVERSEA-CHINESE BANKING CORPORATION LIMITED; Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

A financial institution in Singapore is seeking a FRANK Consultant to help young adults achieve their financial goals. You will meet customers to understand their needs and provide expert advice on products like savings accounts, credit cards, and investments. This role requires excellent communication skills and a proactive customer-focused approach. Join a dynamic team and make a meaningful impact on customers' lives.

Qualifications

• A degree or diploma in a relevant field, such as business, finance, or marketing.
• Excellent communication and interpersonal skills.
• Strong understanding of financial products and services.
• Proactive and customer-focused approach.

Responsibilities

• Meeting with customers to understand their financial goals and needs.
• Providing expert advice on our products and services.
• Building and maintaining relationships with customers and partners.
• Identifying opportunities to promote products and services.
• Collaborating with colleagues to share knowledge and ideas.

Skills

Excellent communication skills

Interpersonal skills

Understanding of financial products

Proactive approach

Customer-focused mindset

Education

Degree or diploma in business, finance, or marketing

Job description

A financial institution in Singapore is seeking a FRANK Consultant to help young adults achieve their financial goals. You will meet customers to understand their needs and provide expert advice on products like savings accounts, credit cards, and investments. This role requires excellent communication skills and a proactive customer-focused approach. Join a dynamic team and make a meaningful impact on customers' lives.