Wealth Advisor for High-Value Clients

OCBC Bank (China) Ltd.; Singapore; On-site; SGD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive base salary

Holistic flexible benefits

Industry-leading learning and professional development opportunities

Job summary

OCBC Bank (China) Ltd. is hiring for the position of Personal Financial Consultant in Singapore. In this role, you will manage high-value customer portfolios, providing tailored financial advice on investments and banking products.

You will be responsible for building strong customer relationships and driving sales growth while working in a supportive team environment. The position offers a competitive base salary along with a suite of flexible benefits.

Qualifications

• At least 3 years of experience in banking or finance.
• Ability to build rapport with diverse customers.
• Self-motivated and results-driven.

Responsibilities

• Manage a portfolio of high-value customers.
• Provide tailored financial solutions to meet customer needs.
• Develop sales strategies to achieve business targets.
• Collaborate with stakeholders for seamless customer experience.
• Stay updated with market trends and product developments.

Skills

Sales and relationship-building skills

Communication skills

Product knowledge in banking and finance

Customer service orientation

Education

Degree in banking, finance, or related field

Job description

OCBC Bank (China) Ltd. is hiring for the position of Personal Financial Consultant in Singapore. In this role, you will manage high-value customer portfolios, providing tailored financial advice on investments and banking products.

You will be responsible for building strong customer relationships and driving sales growth while working in a supportive team environment. The position offers a competitive base salary along with a suite of flexible benefits.