Senior Personal Financial Consultant - Sales - AM | Singapore, SG

OCBC; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

Join OCBC as a Senior Personal Financial Consultant and help clients achieve their financial goals. You'll provide tailored wealth management solutions while benefiting from extensive training and career advancement opportunities in a dynamic and supportive environment.

Benefits

Competitive base salary

Flexible benefits

Community initiatives

Learning and professional development opportunities

Qualifications

• At least 2 years relevant retail banking sales experience.
• Results-oriented and works well under pressure.
• Flexible working hours may include weekends.

Responsibilities

• Provide comprehensive financial advisory services.
• Active promotion and cross-selling of wealth management products.
• Build and manage long-term customer relationships.

Skills

Sales

Customer Relationship Management

Financial Advisory

Education

Degree or Diploma

Job description

Senior Personal Financial Consultant - Sales - AM

Senior Personal Financial Consultant - Sales - AM

OCBC Singapore Apply now Posted 17 hours ago Permanent Competitive

Senior Personal Financial Consultant - Sales - AM

OCBC Singapore Apply now

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.

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.

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The longest-established Singapore bank, we’ve been helping people and businesses get what they want from life since 1932. How? By taking the time to t...

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