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Senior / Wealth Portfolio Manager

OCBC

SingaporeFull-timeHybrid

Posted 15 Jun 2026

About this role

Engage customers through tele-consulting and virtual interactions to provide suitable banking, investment, and insurance solutions. Focus on converting leads into advisory appointments and achieving monthly acquisition targets through proactive outreach. Candidates should be curious about financial planning and comfortable working in an office-based tele-consulting environment. Prior financial advisory experience is preferred for those seeking senior positions.

What they're looking for

Tele-consultingWealth ManagementFinancial PlanningCustomer Relationship ManagementOutbound ProspectingInvestment AdvisoryInsurance SolutionsLead Conversion

Frequently asked questions

What does a Senior / Wealth Portfolio Manager at OCBC do?

Engage customers through tele-consulting and virtual interactions to provide suitable banking, investment, and insurance solutions. Focus on converting leads into advisory appointments and achieving monthly acquisition targets through proactive outreach. Candidates should be curious about financial …

What skills does this Senior / Wealth Portfolio Manager role need?

Key skills for this role include Tele-consulting, Wealth Management, Financial Planning, Customer Relationship Management, Outbound Prospecting, Investment Advisory.

How much does a Senior / Wealth Portfolio Manager 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 / Wealth Portfolio Manager role remote, hybrid, or on-site?

This role is hybrid, based in Singapore.

How do I apply for this Senior / Wealth Portfolio Manager 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.