Premier Private Client - Banca Counsellor, Group Consumer Financial Services

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

 Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.

 We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.

Your Opportunity Starts Here.

Banca Counsellor
Why Join
As a Banca Counsellor at OCBC, you will have the opportunity to make a real difference in people's lives by helping them achieve their financial goals. You will be part of a team that is dedicated to providing exceptional customer service and building long-term relationships with our clients. This role is all about understanding our customers' needs and providing them with tailored financial solutions.
How you succeed
To succeed in this role, you will need to take a customer-centric approach, understanding our clients' financial goals and aspirations. You will need to build strong relationships with our customers, identify their financial needs, and provide them with suitable financial solutions. You will also need to stay up-to-date with market trends and product knowledge to ensure that you are providing the best possible advice to our clients.
What you do
1.Meet with clients to understand their financial goals and aspirations
2.Conduct financial needs analysis to identify areas where we can provide support
3.Provide tailored financial solutions to our clients, including investment and insurance products
4.Build and maintain long-term relationships with our clients
5.Stay up-to-date with market trends and product knowledge to ensure that you are providing the best possible advice to our clients
 

Who you are

1.A degree or diploma in a relevant field, such as finance or business
2.At least 2 years of experience in a similar role, preferably in the banking or financial services industry
3.Strong communication and interpersonal skills, with the ability to build strong relationships with clients
4.A strong understanding of financial products and services, including investment and insurance products
5.A customer-centric approach, with a focus on providing exceptional customer service
6.A team player, with the ability to work collaboratively with colleagues to achieve common goals

7.Proven track record with Bancassurance sales to Private Clients

Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.