FRANK 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

Why Join

As a FRANK Consultant, you'll be part of a dynamic team that's passionate about helping young adults achieve their financial goals. You'll enjoy the freedom to work independently, build meaningful relationships with customers, and make a real impact on their lives. Plus, you'll be part of OCBC, Singapore's longest established bank, with a rich history of innovation and excellence.

How you succeed

To succeed in this role, you'll need to be customer‑obsessed, always looking for ways to understand and meet their needs. You'll need to be proactive, identifying opportunities to promote our products and services, and building strong relationships with customers and partners. By taking a consultative approach, you'll be able to provide tailored solutions that meet our customers' unique needs.

What you do

Your day‑to‑day tasks will include:

• Meeting with customers to understand their financial goals and needs
• Providing expert advice on our products and services, including savings accounts, credit cards, and investments
• Building and maintaining relationships with customers, partners, and stakeholders
• Identifying opportunities to promote our products and services, and developing strategies to achieve sales targets
• Collaborating with colleagues to share knowledge, best practices, and ideas

Who you are

• A degree or diploma in a relevant field, such as business, finance, or marketing
• Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and partners
• A strong understanding of financial products and services, with the ability to provide expert advice and guidance
• A proactive and customer‑focused approach, with a passion for delivering exceptional customer experiences