OCBC
Financial Services
PersonalFinancialConsultant
Neural analysis suggests this role is
optimal for Entry candidates.
“Personal Financial Consultant at OCBC. Skills: Sales, Customer service, Relationship building. Build and maintain positive relationships with mass customers. Deliver high-quality customer services”
What You'll Achieve.
Achieve sales quota; Achieve revenue targets
Industry & Context.
What They're Looking For.
Must Have
Bachelor's degree or above, Insurance License & Investment Qualification, Sound knowledge of retail banking products including mortgage loan, wealth management products (i. e. , Investment & Insurance), credit card, etc., Minimum 1 years of sales experience in the banking services, Exhibit interpersonal and communication skills, Creative and possess the initiative, drive, and ability to work independently and in a has the drive to succeed and is focused and disciplined to achieve the sales quota and revenue, Good command of written and spoken of English and Chinese
What You'll Do.
Build and maintain positive relationships with mass customers
Deliver high-quality customer services
Identify customer banking / financial needs
Recommend appropriate services and products
Assist them achieving their financial goals
Meet business targets
Proactively identifying sales opportunities
Cross-selling relevant bank services / products
Ensure smooth branch operations
Adhere to relevant guidelines and procedures
Assist superior to coach and mentor junior staff
How You'll Work.
Communication Scope
Interpersonal skills; Communication skills; Written and spoken English; Written and spoken Chinese
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 - Sales Why Join Imagine helping people achieve their financial goals and securing their future. As a Personal Financial Consultant at OCBC, you'll have the opportunity to make a real difference in people's lives. You'll work with clients to understand their financial aspirations and provide tailored solutions to help them achieve their dreams. How you succeed It starts with building strong relationships with your clients. You'll take the time to understand their financial goals, risk tolerance, and investment horizon. Then, you'll use your knowledge of our products and services to provide personalized solutions that meet their needs. Your goal is to deliver exceptional customer service and build long-term relationships with your clients. What you do * Build and maintain positive relationships with mass customers by delivering high-quality custo
Applying for this Personal Financial Consultant role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about OCBC?
Real rants from real employees. Read before you apply.