Personal Financial Consultant
OCBC Bank(3 months ago)
MacauOnsiteFull TimeJunior$45,206 - $61,202 (estimated)Retail Banking
Apply NowAbout this role
A Personal Financial Consultant at OCBC advises mass-market customers on their financial goals and provides tailored banking, wealth management and insurance solutions. The role focuses on building long-term client relationships and supporting customers’ financial planning. It contributes to the bank’s customer service and growth by delivering personalised advice and promoting financial wellbeing.
Required Skills
- Relationship Building
- Customer Service
- Sales
- Cross-Selling
- Wealth Management
- Insurance
- Mortgage Loans
- Communication
- Coaching
- Branch Operations
+1 more
Qualifications
- Bachelor's Degree
- Insurance License
About OCBC Bank
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