Premier Private Client - Client Advisor, Global Consumer Financial Services

About the Role and Company

As Singapore's longest established bank since 1932, OCBC is committed to helping individuals and businesses fulfill their aspirations by deeply understanding their unique needs. The bank is currently undergoing a transformation to become a future-ready learning organization, leveraging technology and innovation to solidify its position as Asia's leading financial services partner for a sustainable future.

Join a team focused on innovating financial services, fostering supportive environments, and building lasting value in communities. This role offers an exciting opportunity for career growth while helping clients expand their assets, businesses, and investments.

Key Responsibilities

• Proactively acquire and engage new clients within the Premier Banking - Private Client (Onshore) segment, targeting clients with assets under management (AUM) of S$1.5 million and above.
• Build and deepen relationships with clients aligned to business objectives.
• Drive profit and growth targets contributing to the Premier Private Client division's financial outcomes.
• Manage relationships with affluent customers using professional consultative financial analysis.
• Identify upselling and cross-selling opportunities, and regularly provide clients with updates on market trends and relevant insights.
• Deliver exceptional customer service to enhance the overall experience for Premier Private Client customers.

Candidate Profile

• Minimum of five years in wealth management sales, preferably serving affluent clients, with a proven successful sales track record within banking or financial services.
• University degree holder with recognized accreditation in CACS Paper 1, Paper 2, and HI certifications.
• Solid understanding of banking products and investment vehicles, including unit trusts, bancassurance, and treasury products.
• Excellent interpersonal and communication skills, including aptitude for tele-consulting engagements.
• Possesses initiative, integrity, and the capability to work effectively both independently and within teams.
• Highly motivated, disciplined, and focused on achieving sales targets and revenue goals.

Benefits and Culture

Receive a competitive base salary supplemented by a wide range of flexible benefits tailored to diverse lifestyles. Take advantage of industry-leading professional development and learning opportunities. Engage in community initiatives and enjoy a workplace that prioritizes your well-being, growth, and career aspirations alongside clients' needs.