Global Private Client Advisor – Wealth & Growth

OVERSEA-CHINESE BANKING CORPORATION LIMITED; Singapore; On-site; SGD 70,000 - 110,000; Full time

Job summary

OVERSEA-CHINESE BANKING CORPORATION LIMITED is seeking a Client Advisor/Senior Client Advisor for Premier Private Client. The role focuses on acquiring affluent clients with AUM of S$1.5 million and above, while strengthening existing relationships and delivering tailored wealth management solutions.

The position emphasizes consultative financial analysis, market updates, and exceptional client service to achieve sales quotas and revenue targets in a sophisticated private client segment.

Qualifications

• Wealth management sales experience in banking/financial services.
• Strong interpersonal and tele-consulting skills.
• Excellent communication and relationship-building abilities.

Responsibilities

• Acquire and prospect new Premier Private Client customers (Onshore/Offshore).
• Develop and strengthen relationships with the Bank to meet business goals.
• Contribute to profit and growth targets of Premier Private Client.
• Manage relationships with affluent customers using consultative financial analysis.
• Up-sell, cross-sell and provide regular market information and trend analysis.
• Ensure superior customer service and contribute to overall customer experience.

Skills

wealth management sales

tele-consulting

interpersonal communication

teamwork

Education

University degree

CACS Paper 1 & Paper 2 and HI

Job description

OVERSEA-CHINESE BANKING CORPORATION LIMITED is seeking a Client Advisor/Senior Client Advisor for Premier Private Client. The role focuses on acquiring affluent clients with AUM of S$1.5 million and above, while strengthening existing relationships and delivering tailored wealth management solutions.

The position emphasizes consultative financial analysis, market updates, and exceptional client service to achieve sales quotas and revenue targets in a sophisticated private client segment.