Client Advisor
OCBC
Posted
last week
Singapore, Singapore
Onsite
SGD 10K
Mid Level
Full Time
Sema Summary
As a Client Advisor for Premier Private Client, you will help high net worth individuals achieve their financial goals. The role requires strong communication skills and proactive client engagement.
About Company
OCBC is Singapore's longest-established bank, recognized for its financial strength and offering a broad range of banking and financial services across Southeast Asia.
Core Requirements
- 5+ years in wealth management sales
- Recognized university degree
- CACS Paper 1 & Paper 2 accredited
- Knowledge of banking and investment products
- Strong communication and interpersonal skills
Responsibilities
- Acquire and prospect new customers
- Develop client relationships according to business goals
- Meet profit and growth targets
- Manage relationships with affluent customers
- Provide market updates and trend analysis
- Deliver superior customer service
- Identify new business opportunities
Benifits
- Flexible benefits
- Professional development
- Community initiatives
Must Have skills
Job Keywords
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