Premier Private Client - Client Advisor (Offshore), Group Consumer Financial Services

OCBC Bank; Singapore; On-site; SGD 90,000 - 150,000; Full time

Job summary

OCBC Bank, Singapore's long-established bank, seeks a Client Advisor for Premier Private Client. You will proactively acquire affluent clients and manage relationships across markets in South Asia or North Asia, delivering tailored financial analyses and investment guidance.

You will build a trusted advisory partnership, expand AUM, and contribute to revenue growth while delivering superior client experience in a dynamic, intent-driven team.

Qualifications

• 5 years or more wealth management sales experience in banking/financial services.
• Recognised university degree and accreditation in CACS Paper 1 & Paper 2 and HI.
• Knowledge of banking products and investments (unit trusts, bancassurance, treasury).
• Strong interpersonal and tele-consulting skills.
• Independent and team-oriented with sales drive to meet quotas.

Responsibilities

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

Skills

Wealth management

Sales experience

Interpersonal communication

Tele-consulting

Initiative

Teamwork

Education

University degree

CACS Paper 1 & 2

HI accreditation

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.

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 South Asia (Malaysia, Indonesia) or North Asia. As a Client Advisor with Premier Private Client, you will support the following roles and responsibilities.

Roles & Responsibilities

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

Qualifications

1. 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.
2. Recognised university degree and accreditation in CACS Paper 1 & Paper 2 and HI.
3. Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance and treasury products.
4. You exhibit strong interpersonal, communication skills and good at tele-consulting.
5. It is essential that you have the initiative, integrity and ability to work independently and as a team.
6. 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.