(Senior) Personal Financial Consultant
OCBC Bank(5 months ago)
About this role
A Personal Financial Consultant at the bank advises retail customers on investment and insurance solutions and supports their long-term financial planning. The role focuses on delivering personalized guidance to help customers manage assets and achieve financial goals within the bank's retail banking services.
Required Skills
- Financial Advice
- Investment Sales
- Insurance Sales
- Client Acquisition
- Regulatory Compliance
- Sales Orientation
- Risk Assessment
- Financial Planning
- MS Office
- Communication Skills
+4 more
Qualifications
- Bachelor's Degree
- HKCEE/HKDSE
- HKSI
- IIQE
- ECF (Retail Wealth Management)
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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