Senior / Wealth Portfolio Manager

OCBC company; Singapore; On-site; SGD 70,000 - 110,000; Full time

Benefits offered by this job

Overseas trips

Full benefits package

Job summary

OCBC Bank in Singapore seeks a Senior Wealth Portfolio Consultant to engage clients via tele-consulting and in-person events, guiding investment and financial planning. You will convert leads, develop relationships, and achieve monthly targets with outbound outreach.

You'll work with the Business Sales Manager to support business plans, participate in bank-led events, and share timely market insights while delivering compliant financial advice. Training and career growth are provided.

Qualifications

• Experience in financial advisory or wealth management is preferred.
• Ability to engage customers and understand financial needs.

Responsibilities

• Engage customers mainly via tele-consulting, with in-person events or virtual interactions.
• Convert warm and cold leads into advisory appointments.
• Proactively identify and develop new customer relationships through outbound conversations.
• Achieve monthly acquisition targets through outbound prospecting and follow-ups.
• Build customer base through structured outreach activities and market insights share.
• Understand customers’ goals and life stages to recommend banking, investment, and insurance solutions.

Skills

Tele-consulting

Outbound prospecting

Relationship building

Communication skills

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.Senior / Wealth Portfolio Consultant page is loaded## Senior / Wealth Portfolio Consultantremote type: Onsitelocations: OCBC Singaporetime type: Full timeposted on: Posted Todayjob requisition id: JR00007570# **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.# **What This Role Is About**If you enjoy talking to people, learning new things, and helping others make better decisions with their money, this role could be a great fit for you.As part of our Wealth Management team, you’ll be based in an office environment, working primarily through tele‐consulting to engage customers. You’ll support customers at different stages of their lives — from starting their investment journey to planning ahead and protecting what matters most. Your role is to guide them with suitable solutions, one conversation at a time.**What You’ll Be Doing*** Engage customers mainly through tele‐consulting, along with in-person and virtual interactions to existing customers.* Convert warm and cold leads into advisory appointments through structured tele‐consulting* Proactively identify, engage and develop new customer relationships through outbound advisory conversations* Achieved monthly acquisition targets through outbound prospecting and follow‐ups* Build your customer base through structured outreach activities, tele‐prospecting initiatives and customer engagement programmes* Understand customers’ needs, goals and life stages, and share suitable banking, investment and insurance solutions in a clear and responsible way* Work closely with the Business Sales Manager to support business plans and contribute towards achieving team and individual KPIs* Participate in bank‐led events, roadshows and outreach activities to meet customers and support business growth* Stay connected with existing customers by sharing relevant ideas, market updates and timely insights* Set personal goals for yourself and work steadily towards achieving them, with guidance from your manager and team* Keep learning and improving — whether it’s product knowledge, market awareness or communication skills**Who You’ll Enjoy This Role With**You don’t need to know everything on Day 1 — that’s what training is for. What matters more is your attitude and willingness to learn.**What You Can Expect From Us*** Competitive pay with a full benefits package* Structured training and hands‐on coaching to build confidence and skills* Supportive managers and a collaborative team environment* Recognition programmes that reward good performance (yes — including overseas trips)* Digital tools that support effective tele‐consulting and hybrid ways of working# **This role is suited for you if you:*** Are curious about financial planning or wealth management* Enjoy speaking with people and building rapport over the phone* Are comfortable working in an office‐based, tele‐consulting environment* Take pride in doing your work well and improving over time* Are open to flexible working hours, including some weekends for events when requiredCandidates with prior financial advisory experience may be considered for more senior positions.# # **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.