Premier Private Client - Client Advisor (Offshore), Group Consumer Financial Services
OCBC Singapore Full-time
Premier Private Client - Client Advisor (Offshore), Group Consumer Financial Services - (2500008B)
Description
We are looking for highly driven individual ready to take on new challenges and has the self-initiative, business acumen and tenacity to join our team! You will be ready to cover either markets in South Asia (Malaysia, Indonesia) or North Asia.
As a Client Advisor with Premier Private Client, your roles & responsibilities will include:
- Actively acquire and prospect new customers for the Premier Banking - Private Client (Offshore) segment (AUM S$1 million & above).
- Develop and strengthen their relationships with the Bank in accordance with relevant business goals.
- Contribute to the bottom-line of Premier Private Client through the accomplishment of profit and growth targets.
- Manage the relationships with new and existing affluent customers through professional consultative financial analysis.
- Up-sell, cross-sell and provide regular market information updates and trend analysis to these customers.
- You will also ensure superior customer service and contribute to the overall customer experience of Premier Private Client.
- You should have 5 years or more of wealth management sales experience in the banking and financial services industry, preferably in managing the affluent segment with proven track record in sales performance.
- Recognised university degree and accreditation in CACS Paper 1 & Paper 2 and HI.
- Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance and treasury products.
- You exhibit strong interpersonal, communication skills and good at tele-consulting.
- It is essential that you have the initiative, integrity and ability to work independently and as a team.
- You have the drive to succeed and is focused and disciplined to achieve the sales quota and revenue.
- Singapore
- Premier Private Client
- Premier Private Client & Premier Banking Asia
- Permanent
- Full-time
- 14-Feb-2025, 4:10:47 PM
Toa Payoh
Job Description:
As a WFH Financial Services Recruiter at Kairos Global Search, you will play a key role in sourcing, attracting, and placing candidates across Financial Services sectors. This is a fully remote position, offering flexibility...
Singapore
Mentor and inspire team members to achieve full potential in sales and service excellence. • Provide coaching & motivation to staff to optimise financial contribution to Premier Banking Offshore. • Contribute to the bottom line of Premier Banking Off...
OCBCSingapore
Bancassurance Specialist, Group Consumer Financial Services - (2500008L)
Description
Roles & Responsibilities:
• Bancassurance Sales Coach will provide advisory services on all Bancassurance products under the Personal Banking segment
• Conduct...