Financial Services Specialist
3 days ago
About the Role
This is an exciting opportunity to join OCBC as a Financial Services Specialist, where you will play a key role in providing exceptional customer service and driving business growth.
Key Responsibilities
- Develop and maintain strong relationships with customers to understand their financial needs and provide tailored solutions.
- Work closely with cross-functional teams to identify business opportunities and implement sales strategies.
- Provide expert advice on a range of financial products and services, including banking solutions, investments, and insurance.
- Conduct regular sales visits to potential customers and provide excellent after-sales support.
- Ensure adherence to regulatory requirements and company policies.
Requirements
- Bachelor's degree in any field from an accredited university/college.
- Proven experience in sales or customer-facing roles, preferably in the financial services industry.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
- Valid driving license and own transport.
- Relevant certifications or licenses, such as PCE or CEILI, are an added advantage.
What We Offer
As a Financial Services Specialist at OCBC, you will have the opportunity to work with a dynamic team, develop your skills and expertise, and contribute to the growth and success of the company.
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