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Bancassurance Specialist

External
ocbc logoOcbc · Ocbc Malaysia, Menara Ocbc
Full-timeOn-site4d ago
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About the role

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. Definitive job description should be reviewed and discussed between you and your manager. Banca Advisor 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.

Requirements

  • A degree in a relevant field, such as finance or economics
  • At least 5 years of experience in wealth management or a related field
  • Strong knowledge of investment products and wealth management strategies
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients
  • A strong understanding of the financial services industry and market trends
  • A professional certification, such as CFP or CFA, is desirable

Benefits

How you succeedWhat you doManage a portfolio of high net worth clients, providing them with wealth management solutions and adviceDevelop and implement investment strategies that meet our clients' objectivesBuild and maintain relationships with clients, understanding their needs and goalsCollaborate with our team of experts, including investment specialists and financial plannersStay up-to-date with market trends and developments, providing insights and advice to our clientsCompetitive 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.Flexible schedule

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