Personal Financial Consultant
OCBC Bank(1 month ago)
About this role
A Personal Financial Consultant (Personal Banking Relationship Manager) at OCBC builds lasting relationships with retail customers to help them achieve their financial goals and grow their wealth. The role is part of OCBC’s customer-facing personal banking function within a bank undergoing digital and organisational transformation. It focuses on delivering tailored financial solutions while contributing to the bank’s ambition to be Asia’s leading financial services partner for a sustainable future.
Required Skills
- Relationship Building
- Sales
- Financial Advice
- Portfolio Management
- Communication
- Product Knowledge
- Customer Service
Qualifications
- Bachelor's Degree
About OCBC Bank
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