OCBC Bank
A Personal Financial Consultant at OCBC manages a portfolio of high-net-worth clients, providing tailored advice on investments, insurance, and banking products to drive financial growth. The role involves building strong relationships, executing sales strategies to meet targets, and collaborating with stakeholders to deliver exceptional customer experiences while staying updated on market trends and regulations.
OCBC Credit offers various loan products, from tax loan, instalment loan to revolving credit and mortgage loan. Learn more.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for OCBC Bank.
57% below the average for this role