Client Advisor

Job description

WHO WE ARE

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. Why Join Imagine building long-lasting relationships with high net worth (HNW) individuals and families, helping them achieve their financial goals and aspirations. As a Client Advisor at OCBC, you'll have the opportunity to work with a diverse range of clients, providing tailored financial solutions and expert advice to help them grow their wealth.

How you succeed To excel in this role, you'll need to take a client-centric approach, understanding the unique needs and goals of each individual and family. You'll work closely with our team of experts to develop and implement comprehensive financial plans, leveraging our range of products and services to deliver exceptional results.

Job Description

Financial To provide quality wealth advisory services and financial product recommendations to HNW Private Clients. To enhance franchise value by cross-selling appropriate wealth solutions based on advisory based approach. To expand the Private Client Franchise by acquiring new High Net Worth (Private Banking level) customers via contacts, referrals and marketing initiatives. Service To provide excellent customer experience to our Private Client customers at all touch points via 3 distinctive service elements i.e. cared for, excellent and enhanced value.

To build sustainable relationship with Private Client customers by timely follow-ups and anticipate customers’ needs. To proactively engage Private Client customers to achieve continuous customer satisfaction level. Compliance To adhere to all related policies, regulatory risk and compliance matters including processes and procedures. To ensure no operational and control lapses. To ensure timely submission of both statutory and regulatory reports.

To ensure adherence and compliance to all sales advisory, processes and procedures. Who you are Bachelor’s degree, in any field, from an accredited university / college. Minimum 8 years’ experience in financial industry with exposure in client relationship/ frontline role. Priority will be given to those with relevant licenses and certification (IPPC, etc.); for those with module 12 and 19A is an added advantage. Possess strong understanding of both financial and non-financial markets, as well as excellent.

Possesses own transport and willing to travel. Preferably multi-lingual.

Who We Are

How? Leveraging technology and creativity to become a future-ready learning organization. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Your Opportunity Starts Here. What we offer Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities.

Equal opportunity. Fair employment. Selection based on ability and fit with our culture and values. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

What we offer

Competitive base salary. Community initiatives. Industry-leading learning and professional development opportunities.