Premier Private Client - Singapore - OCBC Bank

OCBC Bank

Verified Company

Singapore

3 weeks ago

Posted by:

Wei Jie

beBee Recruiter

Description

Premier Private Client - Client Advisor (Onshore)
-
(230000HI
)
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 (Onshore) segment (AUM S$1 million & above).
Develop and strengthen their relationships with the Bank in accordance with relevant business goals.
Contribute to the bottomline 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.
Upsell, crosssell and provide regular market information updates and trend analysis to these customers.
You will also ensure superior customer service and contribute to the overall customer experience of Premier Private Client.

Qualifications

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 and has proven track record in sales performance.
Recognised university degree and accreditation in CACS Paper 1 & Paper 2 and 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 teleconsulting.
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.
LI-JY

Primary Location:
Singapore

Job:
Relationship Management

Organization:
Premier Banking - Onshore

Schedule:
Permanent

Job Posting: 12-Mar-2023, 11:07:30 PM