Banking and Finance Advisor
2 weeks ago
About Us:
At OCBC, we offer a unique opportunity for aspiring professionals to develop their skills and expertise in the field of consumer banking. Our Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia, and China, offering a comprehensive range of financial products and services.
As a Wealth Management Professional, you will work closely with our customers to understand their financial goals and provide tailored advice on our range of wealth management products and services. You will also have the opportunity to collaborate with internal teams to deliver seamless customer experiences.
Key Responsibilities:
- Develop and maintain strong relationships with customers.
- Provide expert advice on wealth management products and services.
- Conduct regular reviews to ensure customer needs are met.
- Collaborate with internal teams to deliver seamless customer experiences.
Requirements:
- A Bachelor's degree from an accredited university or college.
- Excellent communication and interpersonal skills.
- Prior experience in sales or customer-facing roles.
- Knowledge of wealth management products and services.
- A valid driving license and own transportation.
- Relevant certifications (PCE, CEILI, CUTE) are an added advantage.
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