Personal Financial Consultant - Miri
PVH (Tommy Hilfiger/Calvin Klein)
Overview
Personal Banking Relationship Manager role at OCBC. Build long-lasting relationships with customers, help them achieve financial goals, and grow your career with one of Asia's leading banks. This is a broad job description; definitive duties should be reviewed with your manager.
Responsibilities
- 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
Qualifications
- A degree holder with at least 3 years of experience in banking, finance, or a related field
- Strong communication and interpersonal skills, with the ability to build rapport with customers from diverse backgrounds
- Proven sales and relationship-building skills, with a track record of achieving targets and growing customer relationships
- Strong product knowledge, with the ability to provide expert advice on investment, insurance, and banking products
- Self-motivated, proactive, and results-driven, with a strong focus on customer satisfaction and business growth
About OCBC
As Singapore's longest established bank, OCBC is dedicated to enabling individuals and businesses to achieve their aspirations since 1932. We are on a journey of transformation, leveraging technology and creativity to become a future-ready learning organisation with a bold ambition to be Asia's leading financial services partner for a sustainable future.
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
- Equal opportunity and fair employment
- Your wellbeing, growth and aspirations are cared for as much as the needs of our customers
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