Premier Private Client Client Advisor, Group Consumer Financial Services

OCBC (Singapore); Singapore; On-site; SGD 20,000 - 60,000; Full time

Job summary

A leading banking institution in Singapore is seeking a proactive individual for the Premier Banking Private Client segment. The role involves acquiring new customers and enhancing relationships with affluent clients. Candidates must have strong wealth management sales experience and a recognized university degree, along with interpersonal skills and a drive to succeed. The successful applicant will contribute to customer service excellence and business growth.

Qualifications

• Proven track record in managing affluent customer segments.
• Ability to work independently and in a team.
• Knowledge of banking products including unit trusts and bancassurance.

Responsibilities

• Acquire and prospect new customers for Private Client segment.
• Develop relationships with affluent customers.
• Manage customer relationships through financial analysis.
• Ensure superior customer service and contribute to the customer experience.

Skills

Wealth management sales experience

Strong interpersonal skills

Communication skills

Initiative and integrity

Education

Recognised university degree

Accreditation in CACS Paper 1 & 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.

Responsibilities

• Actively acquire and prospect new customers for the Premier Banking - 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.