Personal Wealth Manager

OVERSEA-CHINESE BANKING CORPORATION LIMITED; Singapore; On-site; SGD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Professional development

Job summary

OVERSEA-CHINESE BANKING CORPORATION LIMITED is seeking a Personal Wealth Manager to be based at OCBC island-wide branches in Singapore. You will provide comprehensive financial advisory and banking services to customers, promoting OCBC's wealth management products and solutions.

You will develop monthly action plans to achieve sales targets, adopt a consultative selling approach, and manage account openings and servicing with strict adherence to policies.

Qualifications

• Degree or Diploma with at least 2 years of relevant retail banking sales experience.
• Fresh Degree or Diploma holders are welcome to apply.
• Results-oriented with ability to work under pressure.
• Willingness to work flexible hours, including some weekends.

Responsibilities

• Provide holistic financial advisory and cross-sell OCBC wealth products.
• Develop monthly action plans to meet sales targets and grow new business.
• Adopt a consultative selling approach to understand customer needs and recommend solutions.
• Perform account opening and ongoing servicing with accurate documentation and compliance.
• Engage customers via tele-consulting and walk-in servicing; address feedback and inquiries.

Skills

Results-driven

Communication skills

Customer service

Flexibility

Education

Degree or Diploma

Job description

Who You Work With

Global Consumer Financial Services (GCFS) is all about helping consumers get what they want from life. It's a broad ambition. So, the team offer an equally wide range of services. From branch to premier banking and everything in-between. That's a lot to get your teeth into and many career paths to follow. And you'll be doing it all while learning from the best in an award-winning environment.

What You Do

As a Personal Wealth Manager, you will be based at one of OCBC's Island-wide branches, providing comprehensive, one-stop financial advisory and banking services to customers.

• Providing holistic financial advisory services through the active promotion and cross-selling of OCBC's full suite of bank-approved wealth management products, including insurance, investments, Mortgage loans, unit trusts, structured deposits, and any other financial products and services approved by the Bank from time to time
• In consultation with Branch Manager, developing monthly action plans to achieve or exceed sales targets, supporting new business growth and customer acquisition objectives
• Adopting a consultative selling approach to understand customers' financial needs, life goals and risk profiles, and recommending suitable solutions
• Performing account opening and any ongoing servicing for new and existing customers to deliver customer excellence, ensuring accurate documentation, timely follow-ups, and adherence to the Bank's policies and regulatory requirements
• Providing customer engagement and support through tele-consulting and the servicing of walk-in customers, as well as after-care support, including handling customer feedback and enquiries, and responding to customers' day-to-day banking and servicing needs in a timely and professional manner
• Working according to branch operating hours, and supporting roadshows, clients' events, and attending customer appointments as required to meet business and customer engagement needs
• Proactively building and maintaining long-term customer relationships, deepening engagement through regular reviews and relevant financial insights

You don't need to know everything on Day 1 - that's what training is for. What matters more is your attitude and willingness to learn.

To help you succeed in your role, you will join our structured training program during the first 6 weeks of your career with us. Thereafter you will also have at least 5 training days every year to help you further develop your career and keep your skills sharp and up-to-date with the latest developments in the industry.

As a successful Personal Wealth Manager, you will have the option to take your career forward by either pursuing our Management Route, on the path of becoming a Branch Manager one day, or the Sales Route, growing into a Senior Relationship Manager working with premier private clients. Plus, as a top performer, you will be invited to trips, visiting great locations across the world from Paris, Barcelona to London and many more.

Who you are

• Preferably has a Degree or a Diploma with at least 2 years of relevant retail banking sales experience.
• Fresh Degree or Diploma holders are also welcome to apply.
• Results-oriented go-getter who works well under pressure.
• Prepared to have flexible working hours that may include working on weekends.

Candidates with more than 2 years of relevant financial advisory experiences and proven sales records will be considered for Senior Personal Wealth Manager position.

This role is suited for you if you:

• Are curious about financial planning or wealth management
• Enjoy speaking with people and building rapport over the phone
• Comfortable working in one of OCBC's branches, serving and assisting customers to deliver service excellence, and deliver KPIs through holistic financial advisory
• Take pride in doing your work well and improving over time
• Are open to flexible working hours, including some weekends for events when required

At OCBC, we care for our people as much as we care for our customers-supporting you every step of your career journey.

What we offer:

• Competitive base salary.
• A suite of holistic, flexible benefits to suit every lifestyle.
• Community initiatives.
• Industry-leading learning and professional development opportunities.
• Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.