Emerging Affluent Offshore - Premier Banking Asia Senior Personal Financial Consultant (South Asia)

Singapore, Singapore
23 Jul 2022
06 Aug 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
OCBC opens doors to new opportunities.
Start your career with OCBC as an Emerging Affluent Offshore Senior Personal Financial Consultant (South Asia)
At OCBC we are constantly on the lookout for exceptional individuals to join our team. As Singapore's longest established local bank, we have a global network of more than 450 branches and representative offices in more than 15 countries and territories. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. If you have passion, drive and the will to succeed, rise to the challenge today!
Global Consumer Financial Services serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Singapore, our customer proposition caters to different life-stages and needs, ranging from Mighty Savers for children and young families, FRANK by OCBC for youths and young working adults to OCBC Premier Banking for affluent individuals. Besides being the pioneer in various banking products and services which include FRANK by OCBC, full-service Sunday Banking and our award-winning Online Banking, we are also the market leader for Bancassurance sales.

What is it like being an Emerging Affluent Offshore Senior Personal Financial Consultant (South Asia) at OCBC?
As an Emerging Affluent Offshore Senior Personal Financial Consultant, you will provide comprehensive, one-stop financial advisory services to customers through the active promotion and cross-selling of our full range of wealth management products that include forex, dual currency deposits, insurance, unit trusts and structured deposits by adhering to the bank's cross-border marketing guidelines. You are also required to acquire New-To-Bank (NTB) customers for the purpose of building personal portfolio. With an emphasis on consultative selling to meet customers' needs, you will also proactively build and manage long-term customer relationship and provide good after-sales service to them.
To help you succeed in your role, you will join our structured training program during the first 6 weeks of your career with us. Thereafter you will also have at least 5 training days every year to help you further develop your career and keep your skills sharp and up-to-date with the latest developments in the industry.
As a successful Emerging Affluent Offshore Senior Personal Financial Consultant, you will have the option to take your career forward by either pursuing our Management Route, on the path of becoming a Branch Manager one day, or the Sales Route, growing into an Offshore Relationship Manager working with premier clients. Plus, as a top performer, you will be invited to trips, visiting great locations across the world from Paris, Barcelona to London and many more.


The successful candidate should be able to demonstrate the following selection criteria:

  • Degree with at least of 2 years of relevant sales experience.
  • Results-orientated go-getter, who works well under pressure.
  • Exhibit strong interpersonal, communication and tele-consulting skills.
  • Able to articulate well in Bahasa for South Asia clients.
  • It is essential for candidates to be creative and possess the initiative, drive and ability to work independently and in a team.
  • Possess the drive to succeed and is focused and disciplined to achieve the sales quota and revenue.
  • Sound knowledge of banking products and services.

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