Personal Financial Consultant

Who We Are

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. We take the time to truly understand people and provide the support, services, solutions, and career paths that meet their individual needs and desires. Today, we are on a transformation journey, leveraging technology and creativity to become a future‑ready learning organisation with the ambition to be Asia’s leading financial services partner for a sustainable future.

Your Opportunity Starts Here

This is the broad job description of the role of Personal Financial Consultant.

Personal Financial Consultant

Why Join

Imagine building long‑lasting relationships with customers, helping them achieve their financial goals, and growing your career with one of Asia's leading banks. As a Personal Banking Relationship Manager at OCBC, you will make a real difference in people’s lives and drive business growth.

How You Succeed

Success starts with understanding the needs and desires of our customers. You will build strong relationships, identify opportunities, and provide tailored financial solutions. Being proactive, responsive, and customer‑focused will help you drive sales growth, expand your network, and deliver exceptional customer experiences.

What You Do

• Manage a portfolio of high‑value customers, building relationships and identifying opportunities to grow their wealth
• Provide expert advice on investment, insurance, and banking products, tailoring solutions to meet individual needs
• Develop and execute sales strategies to achieve business targets and expand your customer base
• Collaborate with internal stakeholders to deliver seamless customer experiences and resolve issues promptly
• Stay up‑to‑date with market trends, regulatory changes, and product developments to maintain your expertise

Who You Are

What We Offer

Competitive base salary, a comprehensive suite of holistic and flexible benefits, community initiatives, and industry‑leading learning and professional development opportunities. We practice equal opportunity and fair employment, selecting candidates based on ability and fit with our culture and values. Your well‑being, growth, and aspirations are as valued as the needs of our customers.

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