Personal Financial Consultant
OCBC Bank(3 months ago)
About this role
A Personal Banking Relationship Manager at OCBC builds and manages relationships with high-value retail customers to help them achieve their financial goals. The role involves providing tailored advice on investments, insurance, and banking products while proactively identifying opportunities to grow customer wealth. The position contributes to business growth through sales strategy execution and collaboration with internal stakeholders to deliver seamless customer experiences.
Required Skills
- Relationship Building
- Sales
- Communication
- Financial Advising
- Portfolio Management
- Customer Service
- Collaboration
- Market Awareness
Qualifications
- Bachelor's Degree
About OCBC Bank
ocbc.comDiscover a world of financial services with OCBC, the best trusted and established Singapore bank. Explore our range of banking solutions today.
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