Premier Private Client - Client Advisor, International Wealth, Global Consumer Financial Services

OCBC Group; Singapore; On-site; SGD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Community initiatives

Professional development opportunities

Job summary

OCBC Group seeks an experienced Client Advisor for Premier Private Client to actively acquire high net worth clients and manage their wealth with tailored financial solutions. You will build and nurture relationships, drive revenue, and deliver superior client service across the ASEAN-Asia region.

We expect strong sales performance, deep knowledge of banking and investment products, and the initiative to identify new business opportunities.

Qualifications

• 5+ years of wealth management sales experience in banking/financial services.
• Recognised university degree and accreditation in CACS Paper 1 & Paper 2 and HI.
• Sound knowledge of banking products and services including units trusts, bancassurance and treasury products.
• Strong interpersonal, communication skills and tele-consulting ability.
• Initiative, integrity and ability to work independently and in a team.
• Drive to succeed and discipline to achieve sales quota.

Responsibilities

• Actively acquire and prospect new Premier Banking - Private Client customers (AUM S$1.5 million & above).
• Develop and strengthen relationships with the Bank aligned to business goals.
• Contribute to profit and revenue targets for Premier Private Client.
• Manage relationships with affluent customers through consultative financial analysis.
• Up-sell and cross-sell with regular market information updates and trend analysis.
• Ensure superior customer service and enhance the customer experience for Premier Private Client.

Skills

Wealth management sales

Interpersonal skills

Tele-consulting

Business acumen

Education

University degree

CACS Paper 1 & Paper 2

HI

Job description

WHO WE ARE

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires. Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future. We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here.

Why Join As a Client Advisor for Premier Private Client (PPC)

You’ll have the opportunity to build meaningful relationships with high net worth individuals and their families, helping them achieve their financial goals and aspirations. You’ll be part of a team that values expertise, innovation, and exceptional service, and you’ll have the chance to grow your career with one of the world’s most highly rated banks.

How you succeed

To succeed in this role, you’ll need to be a trusted advisor, able to understand the complex financial needs of your clients and provide tailored solutions that meet their individual goals. You’ll need to be a skilled communicator, able to build strong relationships with your clients and colleagues, and you’ll need to be proactive in identifying new business opportunities and growing your client base. 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 International Wealth Markets: North Asia or ASEAN (Malaysia, Indonesia, Thailand, Vietnam).

Roles & Responsibilities

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

Who you are

• You should have 5 years or more of 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.

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. Let’s build the bank we need for the future we want. Find the best version of yourself in a friendly, supportive team. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here.

As the longest established Singapore bank, formed in 1932 from the merger of three local banks, we have grown from strength to strength to become a regional financial services group. With a deep history in Asia, we offer the most comprehensive coverage across ASEAN and Greater China, complemented with a presence in the leading economies of New York, London and Sydney. We are the second largest financial services group in Southeast Asia by assets with one of the world’s highest credit rating (Aa1 by Moody’s and AA- by both Fitch and S&P). We offer private banking services through our wholly-owned subsidiary, Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals. Our insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia.