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.
Job Summary:
Personal Financial Consultant provides tailored financial advice to retail customer, helping them manage investments, financial plan, and achieve financial goals through budgeting, risk assessment, and strategic planning.
What you will be doing:
Provide high quality one-stop retail banking services to retail banking customers
Promote a wide range of retail products, including but not limited to investment and insurance, to customers to explore new business opportunities
Solicit potential business opportunities and make referrals to related segments
Ensure all the activities are complied with regulatory requirements and bank policies
Perform other related duties as assigned
What we are looking for:
Holder of bachelor’s degree in any disciplines is preferred; or 5 subjects at Grade E/Level 2 or above in HKCEE/HKDSE including Chin/Eng and Maths, or equivalent
Qualifications of HKSI & IIQE are required; Candidates who possess either the HKSI or IIQE qualification are also welcome but obtaining HKSI and IIQE qualifications within the probation period is required. (e.g. CPA, HKSI, IIQE, etc.)
At least 1 year of relevant experience, preferred in Banking & FI background
Good command of MS Office and computer skills
Sales-driven, result-oriented and be able to work under pressure
Good communication and interpersonal skills
Good spoken English, Cantonese and Mandarin
Qualification of ECF (Retail Wealth Management) is preferred
More experience will be considered as Senior Personal Financial Consultant
#LI-GT1
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. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.
Skills Required
- Holder of bachelor's degree in any disciplines
- Qualifications of HKSI & IIQE
- At least 1 year of relevant experience in Banking & FI background
- Good command of MS Office and computer skills
- Sales-driven and result-oriented
- Good communication and interpersonal skills
- Good spoken English, Cantonese and Mandarin
- Qualification of ECF (Retail Wealth Management)
What We Do
OCBC is the longest established Singapore bank, formed in 1932 from the merger of three local banks, the oldest of which was founded in 1912. It is now the second largest financial services group in Southeast Asia by assets and one of the world’s most highly-rated banks, with an Aa1 rating from Moody’s. Recognised for its financial strength and stability, OCBC is consistently ranked among the World’s Top 50 Safest Banks by Global Finance and has been named Best Managed Bank in Singapore by The Asian Banker. OCBC and its subsidiaries offer a broad array of commercial banking, specialist financial and wealth management services, ranging from consumer, corporate, investment, private and transaction banking to treasury, insurance, asset management and stockbroking services. OCBC’s key markets are Singapore, Malaysia, Indonesia and Greater China. It has more than 570 branches and representative offices in 19 countries and regions. These include about 300 branches and offices in Indonesia under subsidiary Bank OCBC NISP, and over 90 branches and offices in Mainland China, Hong Kong SAR and Macau SAR under OCBC Wing Hang. OCBC’s private banking services are provided by its wholly-owned subsidiary Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals. OCBC's insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia. Its asset management subsidiary, Lion Global Investors, is one of the largest private sector asset management companies in Southeast Asia.
