Senior Private Client Wealth Advisor

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

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.