Premier Private Client - Client Advisor, Global Consumer Financial Services

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

Description

We are looking for highly driven individual ready to take on new challenges and has the self-initiative, business acumen and tenacity to join our team! You will be ready to cover either markets in Onshore, South Asia or North Asia.

As a Client Advisor/Senior Client Advisor with Premier Private Client, your roles & responsibilities will include:

• Actively acquire and prospect new customers for the Premier Private Client (Onshore/Offshore) segment (AUM S$1.5 million & above).
• Develop and strengthen their relationships with the Bank in accordance with relevant business goals.
• Contribute to the bottom-line of Premier Private Client through the accomplishment of profit and growth targets.
• Manage the relationships with new and existing affluent customers through professional consultative financial analysis.
• Up-sell, cross-sell and provide regular market information updates and trend analysis to these customers.
• You will also ensure superior customer service and contribute to the overall customer experience of Premier Private Client.

Qualifications

• Good wealth management sales experience in the banking and financial services industry, preferably in managing the affluent segment with proven track record in sales performance.
• Recognised university degree and accreditation in CACS Paper 1 & Paper 2 and HI.
• Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance and treasury products.
• You exhibit strong interpersonal, communication skills and good at tele-consulting.
• It is essential that you have the initiative, integrity and ability to work independently and as a team.
• You have the drive to succeed and is focused and disciplined to achieve the sales quota and revenue.