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Personal Financial Consultant

External
ocbc logoOcbc · Ocbc Malaysia, Segamat
Full-timeOn-siteToday
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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. 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.

Requirements

  • A degree holder with at least 3 years of experience in banking, finance, or a related field
  • Strong communication and interpersonal skills, with the ability to build rapport with customers from diverse backgrounds
  • Proven sales and relationship-building skills, with a track record of achieving targets and growing customer relationships
  • Strong product knowledge, with the ability to provide expert advice on investment, insurance, and banking products
  • Self-motivated, proactive, and results-driven, with a strong focus on customer satisfaction and business growth

Benefits

How you succeedWhat you doManage a portfolio of high-value customers, building relationships and identifying opportunities to grow their wealthProvide expert advice on investment, insurance, and banking products, tailoring solutions to meet individual needsDevelop and execute sales strategies to achieve business targets and expand your customer baseCollaborate with internal stakeholders to deliver seamless customer experiences and resolve issues promptlyStay up-to-date with market trends, regulatory changes, and product developments to maintain your expertiseCompetitive 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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