About this role
As a Client Advisor, you will actively acquire and manage relationships with high net worth clients, helping them achieve their financial goals. You will provide tailored financial solutions and ensure superior customer service while contributing to the growth of the Premier Private Client segment.
Candidates should have at least 5 years of wealth management sales experience, preferably in the affluent segment, with a proven sales performance record. A recognized university degree and relevant financial accreditations are required, along with strong interpersonal and communication skills.
What they're looking for
Wealth ManagementSales PerformanceClient Relationship ManagementFinancial AnalysisCommunication SkillsBusiness AcumenInitiativeTeamwork
Frequently asked questions
What does a Premier Private Client - Client Advisor, Group Consumer Financial Services at OCBC do?
As a Client Advisor, you will actively acquire and manage relationships with high net worth clients, helping them achieve their financial goals. You will provide tailored financial solutions and ensure superior customer service while contributing to the growth of the Premier Private Client segment. …
What skills does this Premier Private Client - Client Advisor, Group Consumer Financial Services role need?
Key skills for this role include Wealth Management, Sales Performance, Client Relationship Management, Financial Analysis, Communication Skills, Business Acumen.
How much does a Premier Private Client - Client Advisor, Group Consumer Financial Services at OCBC pay?
The employer did not list a salary for this role. Most similar Singapore roles publish their band on the job page.
Is this Premier Private Client - Client Advisor, Group Consumer Financial Services role remote, hybrid, or on-site?
This role is on-site, based in Singapore.
How do I apply for this Premier Private Client - Client Advisor, Group Consumer Financial Services role?
You can apply directly on OCBC's careers page. ApplyLah can tailor your résumé and cover letter to this exact role in seconds first.