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Senior Personal Financial Consultant, Digital Offshore

Posted on Jan. 9, 2025 by OCBC Bank

  • Full Time

Senior Personal Financial Consultant, Digital Offshore

Senior Personal Financial Consultant, Digital Offshore - (2500001H)


Job Responsibilities:

  • Actively acquire and prospect new Premier Banking Asia customers, develop and strengthen their relationships with the Bank in accordance with relevant business goals.
  • Contribute to the bottom-line of Premier Banking Asia through the accomplishment of profit and growth targets.
  • Engage Regional Premier clients to up-fund and meet AUM criteria.
  • You will ensure superior customer service thereby contributing to the overall customer experience of Premier Banking Asia.
  • Conduct all required KYC, AML procedures and documentation
Qualifications
  • Minimum 2 years of excellent acquisition sales, business development experience or works in the banking and financial services industry, preferably in managing the affluent segment.
  • Tertiary Education, preferably Bachelor’s degree
  • CMFAS certification of M5, M8, M8A, M9, M9A & HI
  • You must exhibit strong interpersonal, communication skills and good at tele-consulting.
  • Highly driven and positively motivated
  • Polished and mature to handle the affluent market segment
  • It is essential for candidates to possess the initiative, drive and ability to work independently and in a team

Primary Location: Singapore

Job: Personal Financial Consultant

Organization: Premier Private Client & Premier Banking Asia

Schedule: Permanent

Job Posting: 09-Jan-2025, 12:26:50 AM


Advertised until:
Feb. 8, 2025


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