Wealth Portfolio Manager - Global Consumer Financial Services

OCBC Group; Singapore; On-site; SGD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive pay with full benefits

Structured training and coaching

Overseas trips

Job summary

OCBC Group is seeking individuals for a Wealth Management tele-consulting role based in our Singapore office. You will engage customers through tele-consulting, in-person and virtual interactions, guiding them with suitable banking, investment and insurance solutions, one conversation at a time.

You’ll build relationships, convert leads to advisory appointments, and support business plans while aiming to achieve team and personal KPIs.

Responsibilities

• 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

Job description

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 required

• Candidates with prior financial advisory experience may be considered for more senior positions.