Jobs

    Premier Private Client - Singapore - OVERSEA-CHINESE BANKING CORPORATION LIMITED

    OVERSEA-CHINESE BANKING CORPORATION LIMITED
    OVERSEA-CHINESE BANKING CORPORATION LIMITED Singapore

    2 days ago

    Default job background
    Description
    Roles & Responsibilities

    We are looking for highly driven individual ready to take on new challenges and has the self-initiative, business acumen and tenacity to join our team You will be ready to cover either markets in South Asia (Malaysia, Indonesia) or North Asia.

    As a Client Advisor with Premier Private Client, your roles & responsibilities will include:

    • Actively acquire and prospect new customers for the Premier Banking - Private Client (Offshore) segment (AUM S$1 million & above).
    • Develop and strengthen their relationships with the Bank in accordance with relevant business goals.
    • Contribute to the bottom-line of Premier Private Client through the accomplishment of profit and growth targets.
    • Manage the relationships with new and existing affluent customers through professional consultative financial analysis.
    • Up-sell, cross-sell and provide regular market information updates and trend analysis to these customers.
    • You will also ensure superior customer service and contribute tothe overall customer experience of Premier Private Client.

    Requirements :

    • You should have 5 years or more of wealth management sales experience in the banking and financial services industry, preferably in managing the affluent segment (Accredited Investors) with proven track record in sales performance.
    • Experienced covering HNW segment in offshore markets such as Malaysia, Indonesia &/or China will be a strong advantage.
    • Recognised university degree and accreditation in CACS Paper 1 & Paper 2 and CMFAS M1B, M5, M6, M6A, HI.
    • Sound knowledge of banking products and services including investment products such as unit trusts, bancassurance and treasury products.
    • You exhibit strong interpersonal, communication skills and good at tele-consulting. It is essential that you have the initiative, integrity and ability to work independently and as a team.
    • You have the drive to succeed and is focused and disciplined to achieve the sales quota and revenue
    Tell employers what skills you have

    Wealth Management
    Treasury
    Investment Strategies
    Customer Experience
    Ability To Work Independently
    Interpersonal Skills
    Business Acumen
    Investments
    Relationship Management
    Bancassurance
    Portfolio Management
    Deposits
    Financial Analysis
    Communication Skills
    Banking
    Presentation Skills
    Team Player
    Customer Service
    Business Development
    Financial Services
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