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. Since our incorporation, we have been enabling people and communities to realise their aspirations. This is our purpose.As the second-largest financial services group in Southeast Asia by assets, we hold one of the world’s highest credit ratings: Aa1 by Moody’s and AA- by both Fitch and S&P. Our commitment to excellence has earned us numerous industry accolades, reinforcing our reputation as one of Singapore’s best banks.With a deep history in Asia, we offer the most comprehensive coverage across ASEAN and Greater China, complemented by a presence in the leading economies of New York, London and Sydney. As One Group, we support your ambitions across borders with our deep local knowledge – be it growing your personal wealth or capturing business opportunities – for now, and beyond.OCBC offers private banking services through our 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.Great Eastern Holdings, our insurance subsidiary, is the oldest and most established life insurance group in Singapore and Malaysia.Lion Global Investors, our asset management subsidiary, is one of the leading asset management companies in Southeast Asia.The Group has over 400 branches and representative offices in 19 countries and regions.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 customersPromote a wide range of retail products, including but not limited to investment and insurance, to customers to explore new business opportunitiesSolicit potential business opportunities and make referrals to related segmentsEnsure all the activities are complied with regulatory requirements and bank policiesPerform other related duties as assignedWhat 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 equivalentQualifications 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 backgroundGood command of MS Office and computer skillsSales-driven, result-oriented and be able to work under pressureGood communication and interpersonal skillsGood spoken English, Cantonese and MandarinQualification of ECF (Retail Wealth Management) is preferredMore experience will be considered as Senior Personal Financial Consultant
