Client Advisor
OCBC Bank(8 months ago)
About this role
The role involves providing tailored wealth advisory services and financial solutions to high net worth clients, focusing on building and maintaining long-term relationships while adhering to regulatory policies. It offers an opportunity to work in a dynamic, supportive environment with a focus on client satisfaction and professional growth.
Required Skills
- Wealth Management
- Financial Planning
- Customer Service
- Relationship Building
- Regulatory Compliance
- Financial Products
- Cross-Selling
- Private Banking
- Client Relationship
- Financial Advisory
Qualifications
- Bachelor’s Degree
About OCBC Bank
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