Personal Financial Consultant
OCBC Bank(3 months ago)
About this role
A Personal Financial Consultant (Personal Banking Relationship Manager) at OCBC builds and nurtures relationships with high-value customers, helping them achieve their financial goals through tailored banking, investment, and insurance solutions. The role supports the bank's strategic growth by delivering excellent customer experiences and aligning with OCBC's transformation into a future-ready organisation.
Required Skills
- Relationship Management
- Sales
- Investment Advice
- Insurance Advice
- Product Knowledge
- Client Acquisition
- Customer Service
- Stakeholder Collaboration
Qualifications
- Bachelor's Degree
About OCBC Bank
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