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Premier Private Client - Client Advisor (Onshore)

Location: Singapore
Company: OCBC
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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 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 to the overall customer experience of Premier Private Client.

  • 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 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.
  • LI-JY
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