Deskripsi Pekerjaan
Join OCBC Bank's prestigious Consumer Financial Services (CFS) division, serving nearly 3 million customers across Singapore and Malaysia. As a Personal Financial Consultant, you'll be instrumental in transforming lives through tailored financial solutions. This role offers the opportunity to work with diverse client portfolios while advancing your career in one of Asia's most respected financial institutions. You'll receive comprehensive training on our industry-leading financial products and develop expertise in wealth management, investment planning, and risk mitigation. Our collaborative environment fosters professional growth through mentorship programs and continuous learning opportunities.
Tanggung Jawab
- Develop personalized financial strategies for clients based on their goals and risk profiles
- Build and maintain strong client relationships through regular consultations and trust-building
- Meet sales targets for financial products including investments, insurance, and retirement plans
- Conduct thorough financial needs analysis for individuals and families
- Stay updated with market trends, regulatory changes, and new financial products
- Collaborate with cross-functional teams to deliver seamless client experiences
- Maintain compliance with banking regulations and ethical standards
Kualifikasi
- Bachelor's degree in Finance, Economics, Business, or related field
- Minimum 2 years experience in financial services or client-facing sales role
- Certifications in financial planning (e.g., CFP, RFP) preferred
- Strong analytical skills and ability to interpret complex financial data
- Excellent communication and interpersonal abilities
- Proven track record of meeting sales targets
- Proficiency in CRM software and digital financial tools