Senior Personal Financial Consultant

OCBC Bank

Singapore, Singapore
Competitive base salary; not specified; holistic f...
3 years banking finance experience
Strong communication interpersonal skills
Proven sales and relationship building
The role involves managing a portfolio of high-value customers while providing tailored financial solutions to help them achieve their goals

Job Summary

  • The role involves managing a portfolio of high-value customers while providing tailored financial solutions to help them achieve their goals.
  • Candidates must possess strong product knowledge in investment, insurance, and banking to deliver expert advice to diverse clients.
  • OCBC offers competitive base salary, holistic flexible benefits, and industry-leading learning opportunities for personal development.

Matching Summary

The role involves managing a portfolio of high-value customers while providing tailored financial solutions to help them achieve their goals.

Salary

Competitive base salary; Not specified; Holistic flexible benefits

Skills & Requirements

Must-have

  • 3 years banking finance experience
  • Strong communication interpersonal skills
  • Proven sales and relationship building
  • Expert knowledge of investment products
  • Ability to achieve sales targets

Nice-to-have

  • Self-motivated and proactive attitude
  • Results-driven focus on growth
  • Customer-centric service mindset
  • Adaptability to market trends
  • Collaborative team player

Key Requirements

  • Degree holder with at least 3 years experience
  • Experience in banking or finance field
  • Track record of achieving sales targets

Work Rights

Not specified

Tailored Resume

Cover Letter