About this role
Provide comprehensive financial advisory services by promoting and cross-selling wealth management products such as insurance, loans, and unit trusts. Proactively build and manage long-term customer relationships while providing high-quality after-sales service.
Preferably holds a degree or diploma with at least 2 years of relevant retail banking sales experience. Must be a results-oriented individual comfortable with flexible working hours, including weekends.
What they're looking for
Financial AdvisoryWealth ManagementCross-sellingRelationship ManagementConsultative SellingInsurance SalesLoan ProcessingUnit Trusts
Frequently asked questions
What does a Senior / Personal Financial Consultant at OCBC do?
Provide comprehensive financial advisory services by promoting and cross-selling wealth management products such as insurance, loans, and unit trusts. Proactively build and manage long-term customer relationships while providing high-quality after-sales service. Preferably holds a degree or diploma …
What skills does this Senior / Personal Financial Consultant role need?
Key skills for this role include Financial Advisory, Wealth Management, Cross-selling, Relationship Management, Consultative Selling, Insurance Sales.
How much does a Senior / Personal Financial Consultant 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 Senior / Personal Financial Consultant role remote, hybrid, or on-site?
This role is on-site, based in Singapore.
How do I apply for this Senior / Personal Financial Consultant 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.