Senior Personal Financial Consultant, Digital Offshore
Posted on Jan. 9, 2025 by OCBC Bank
- Robertsganj, Singapore
- N/A
- Full Time
Senior Personal Financial Consultant, Digital Offshore - (2500001H)
Job Responsibilities:
- Actively acquire and prospect new Premier Banking Asia customers, develop and strengthen their relationships with the Bank in accordance with relevant business goals.
- Contribute to the bottom-line of Premier Banking Asia through the accomplishment of profit and growth targets.
- Engage Regional Premier clients to up-fund and meet AUM criteria.
- You will ensure superior customer service thereby contributing to the overall customer experience of Premier Banking Asia.
- Conduct all required KYC, AML procedures and documentation
Qualifications
- Minimum 2 years of excellent acquisition sales, business development experience or works in the banking and financial services industry, preferably in managing the affluent segment.
- Tertiary Education, preferably Bachelor’s degree
- CMFAS certification of M5, M8, M8A, M9, M9A & HI
- You must exhibit strong interpersonal, communication skills and good at tele-consulting.
- Highly driven and positively motivated
- Polished and mature to handle the affluent market segment
- It is essential for candidates to possess the initiative, drive and ability to work independently and in a team
Primary Location: Singapore
Job: Personal Financial Consultant
Organization: Premier Private Client & Premier Banking Asia
Schedule: Permanent
Job Posting: 09-Jan-2025, 12:26:50 AM
Advertised until:
Feb. 8, 2025
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