OCBC
Financial Services
PersonalFinancialConsultant
Neural analysis suggests this role is
optimal for Mid candidates.
“Personal Financial Consultant at OCBC. Skills: Relationship building, Financial advice, Client management. Manage a portfolio of high net worth clients. Build and maintain relationships with clients”
What You'll Achieve.
Grow their wealth; Grow the portfolio; Increase revenue
Industry & Context.
Analytical skills; Problem-solving skills
What They're Looking For.
Must Have
Degree in a relevant field, such as finance or business, At least 5 years of experience in a similar role, preferably in private banking or wealth management, relationship-building and communication skills, with the ability to work with high net worth individuals and families, In-depth knowledge of financial markets, products, and services, analytical and problem-solving skills, with the ability to provide expert advice and guidance
Nice to Have
A professional certification, such as CFP or CFA, is desirable
What You'll Do.
Manage a portfolio of high net worth clients
Build and maintain relationships with clients
Work closely with internal stakeholders
Identify and pursue new business opportunities
Stay up-to-date with market trends
How You'll Work.
Team & Collaboration
Work closely with internal stakeholders, such as investment specialists and credit teams
Communication Scope
Communication skills
Full Job Description
# **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. # 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 Why Join Imagine having the opportunity to build long-lasting relationships with high net worth individuals and families, helping them achieve their financial goals and aspirations. As a Premier Relationship Manager at OCBC, you will have the chance to work with a diverse range of clients, providing tailored financial solutions and advice to help them grow their wealth. How you succeed To succeed in this role, you will need to take a client-centric approach, understanding the unique needs and goals of each individual and family. You will need to build strong relationships, provide expert advice, and deliver exceptional service to meet and exceed client expectations. This will involve working closely with internal stakeholders, such as investment specialists and credit teams, to provide a seamless and integrated service. What you do \- Manage a p
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