Senior / Personal Financial Consultant

OCBC company; Singapore; On-site; SGD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive base salary

Holistic benefits

Professional development opportunities

Job summary

OCBC company is looking for a Personal Financial Consultant to join their team in Singapore. In this role, you will provide comprehensive financial advisory services and promote a range of wealth management products. The successful candidate will undergo structured training and will have opportunities for career advancement. Ideal applicants should possess a relevant degree and at least 2 years of retail banking sales experience. This position offers a competitive salary and various benefits to support your career growth.

Qualifications

• At least 2 years of relevant retail banking sales experience.
• Results-oriented and able to work under pressure.
• Willing to work flexible hours, including weekends.

Responsibilities

• Provide financial advisory services and promote wealth management products.
• Build and manage long-term customer relationships.
• Participate in a structured training program during the first 6 weeks.

Skills

Retail banking sales experience

Consultative selling

Relationship management

Sales driven

Education

Degree or Diploma

Job description

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This exclusion clause shall take effect to the fullest extent permitted by law.You further consent to Oversea-Chinese Banking Corporation Limited, its related corporations (collectively, the "OCBC Group"), and their respective business partners and agents (collectively, the “OCBC Representatives”) collecting, using and disclosing your personal data for purposes reasonably required by the OCBC Group and the OCBC Representatives to enable them to process your employment application and assess your suitability for the position which you are applying for. Such purposes are set out in a Data Protection Policy, which is accessible at www.ocbc.com/policies or available on request and which you confirm you have read and understood.# **WHO WE ARE:** 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.# **Who you work with** Global Consumer Financial Services (GCFS) is all about helping consumers get what they want from life. It’s a broad ambition. So, the team offer an equally wide range of services. From branch to premier banking and everything in-between. That’s a lot to get your teeth into and many career paths to follow. And you’ll be doing it all while learning from the best in an award-winning environment.**What you do**As a **Personal Financial Consultant**, you will be based at one of our island-wide Branches and will provide comprehensive, one-stop financial advisory services to customers through the active promotion and cross-selling of our full range of wealth management products that include insurance, loans, unit trusts and structured deposits. With an emphasis on consultative selling to meet customers’ needs, you will also proactively build and manage long-term customer relationship and provide good after-sales service to them.To help you succeed in your role, you will join our structured training program during the first 6 weeks of your career with us. Thereafter you will also have at least 5 training days every year to help you further develop your career and keep your skills sharp and up-to-date with the latest developments in the industry.As a successful Personal Financial Consultant, you will have the option to take your career forward by either pursuing our Management Route, on the path of becoming a Branch Manager one day, or the Sales Route, growing into a Senior Relationship Manager working with premier private clients. Plus, as a top performer, you will be invited to trips, visiting great locations across the world from Paris, Barcelona to London and many more.# Who you are* Preferably has a Degree or a Diploma with at least 2 years of relevant retail banking sales experience.* Results-oriented go-getter who works well under pressure.* Prepared to have flexible working hours that may include working on weekends.* Candidates with more than 2 years of relevant financial advisory experiences and proven sales records will be considered for Senior Personal Financial Consultant position.# # **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.