Senior Personal Financial Consultant

As Singapore's longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

 Today, we're on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia's leading financial services partner for a sustainable future.

 We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.

Your Opportunity Starts Here.

This is the broad job description of the job profile.

Senior Personal Financial Consultant

Why Join
Imagine having the power to transform lives by helping people achieve their financial goals. As a Senior Personal Financial Consultant at OCBC, you'll have the opportunity to make a real difference in the lives of our customers. You'll be part of a team that's dedicated to providing expert financial guidance and support to individuals and families.

How you succeed
To succeed in this role, you'll need to build strong relationships with our customers and understand their unique financial needs and goals. You'll work closely with them to develop personalized financial plans, provide expert advice, and help them make informed decisions about their financial futures. Your ability to communicate complex financial concepts in a clear and concise manner will be key to your success.

What you do
- Meet with customers to understand their financial goals and objectives
- Develop and implement personalized financial plans that meet their needs
- Provide expert advice on investment, insurance, and retirement planning
- Conduct financial analysis and risk assessments to identify areas for improvement
- Collaborate with other financial professionals to provide comprehensive financial solutions

Who you are
- A degree in a related field, such as finance or economics
- At least 5 years of experience in financial planning or a related field
- Professional certifications, such as CFP or CFA, are highly desirable
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving skills
- Ability to work in a fast-paced environment and meet sales targets

Who we are
As Singapore's longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Today, we're on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation.
But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia's leading financial services partner for a sustainable future.

We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here.

What we offer
Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Equal opportunity. Fair employment. Selection based on ability and fit with our culture and values. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.