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

OVERSEA-CHINESE BANKING CORPORATION LIMITED; Singapore; On-site; SGD 70,000 - 90,000; Full time

Job summary

A reputable banking institution in Singapore is seeking a driven individual to join their Premier Banking team in wealth management sales. This role involves acquiring new clients, managing relationships with affluent customers, and ensuring superior customer service. Candidates should have a recognized university degree, relevant banking experience, and strong sales performance. The ideal applicant will be proactive, disciplined, and capable of working independently or as part of a team.

Qualifications

• Good knowledge of banking products including investment products.
• Proven track record in sales performance managing affluent segment.
• Ability to work independently and as part of a team.

Responsibilities

• Acquire and prospect new customers for Premier Banking.
• Develop relationships with affluent customers.
• Manage relationships through consultative financial analysis.
• Provide market information updates and trend analysis.
• Provide market information updates and trend analysis.
• Ensure superior customer service for Premier Private Client.

Skills

Wealth management sales experience

Strong interpersonal skills

Communication skills

Tele-consulting

Education

Recognised university degree

Accreditation in 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 South Asia or North Asia.

Responsibilities

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