Senior Wealth Strategist
7 days ago
Job Overview
We are seeking a highly skilled Senior Wealth Strategist to join our team at OCBC Bank. As a key member of our Private Client Franchise, you will be responsible for providing quality wealth advisory services and financial product recommendations to High Net Worth (HNW) clients.
Key Responsibilities- To enhance franchise value by cross-selling appropriate wealth solutions based on an advisory-based approach.
- To expand the Private Client Franchise by acquiring new HNW customers via contacts, referrals, and marketing initiatives.
Service Standards
- To provide excellent customer experience to our Private Client customers at all touch points via 3 distinctive service elements: cared for, excellent, and enhanced value.
- To build sustainable relationships with Private Client customers by timely follow-ups and anticipating customers' needs.
Compliance and Risk Management
- To adhere to all related policies, regulatory risk, and compliance matters including processes and procedures.
- To ensure no operational and control lapses.
- To ensure timely submission of both statutory and regulatory reports.
Qualifications and Experience
- Bachelor's degree in any field from an accredited university/college.
- Minimum 8 years of experience in the financial industry with exposure in client relationship/frontline roles.
- Possess a strong understanding of both financial and non-financial markets.
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