Personal Financial Consultant
OCBC Bank(1 day ago)
About this role
A Personal Financial Consultant at OCBC is responsible for managing a portfolio of high-value customers, providing tailored financial solutions, and driving sales growth. The role involves building strong customer relationships, offering expert advice on investment, insurance, and banking products, and contributing to the bank's strategic ambition of becoming Asia's leading financial services partner for a sustainable future.
Required Skills
- Customer Service
- Relationship Building
- Financial Planning
- Investment Advisory
- Sales Strategy
- Product Knowledge
- Banking Products
- Market Trends
- Regulatory Knowledge
- Communication
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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