Personal Financial Consultant-2
OCBC Bank(2 months ago)
About this role
A Personal Banking Relationship Manager at OCBC builds long-term relationships with high-value customers and helps them achieve their financial goals. The role focuses on understanding client needs, providing tailored financial solutions, and contributing to the bank's growth and customer satisfaction. It is part of OCBC's transformation toward a future-ready banking organisation.
Required Skills
- Relationship Management
- Sales
- Client Advisory
- Investment Advice
- Insurance Advice
- Portfolio Management
- Communication
- Stakeholder Collaboration
- Regulatory Awareness
Qualifications
- Bachelor's Degree
About OCBC Bank
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