Who We Are
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.
This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager.
Banca Advisor
Why Join
Imagine being part of a team that helps high net worth individuals and families achieve their financial goals. As a Banca Advisor at OCBC, you'll have the opportunity to build long-term relationships with clients and provide them with tailored wealth management solutions. You'll be part of a team that is dedicated to delivering exceptional service and expertise.
How you succeed
To succeed in this role, you'll need to take a client-centric approach, understanding their unique needs and goals. You'll work closely with our team of experts to develop and implement wealth management strategies that meet our clients' objectives. Building strong relationships and providing exceptional service will be key to your success.
What you do
- Manage a portfolio of high net worth clients, providing them with wealth management solutions and advice
- Develop and implement investment strategies that meet our clients' objectives
- Build and maintain relationships with clients, understanding their needs and goals
- Collaborate with our team of experts, including investment specialists and financial planners
- Stay up-to-date with market trends and developments, providing insights and advice to our clients
Who you are
- A degree in a relevant field, such as finance or economics
- At least 5 years of experience in wealth management or a related field
- Strong knowledge of investment products and wealth management strategies
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients
- A strong understanding of the financial services industry and market trends
- A professional certification, such as CFP or CFA, is desirable
Who we are
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.
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. Fair employment. Selection based on ability and fit with our culture and values. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.
Key Responsibilities
Sales and Advisory Support
- Provide need-based bancassurance advisory to customers, ensuring insurance solutions align with their financial goals and risk profiles.
- Support RMs in closing insurance sales through joint sales efforts and direct sales closure.
- Take ownership of end-to-end direct sales closure, ensuring a smooth and efficient customer experience.
- Drive monthly bancassurance participation rates and other productivity metrics to achieve or exceed the Key Performance Indicators (KPIs) set forth in the “Achieving Performance Excellence (APEX)” framework.
Collaboration and Stakeholder Management
- Work closely with internal stakeholders such as RMs and branch teams, along with insurance service providers, to coordinate and support sales, service, client events, and marketing activities.
- Provide training and coaching to RMs to enhance their insurance knowledge and selling skills.
- Maintain awareness of potential risks in the sales process and escalate concerns appropriately.
- Fulfill industry licensing requirements and maintain valid certifications for all products sold.
Customer Service and Issue Resolution
- Assist in handling client inquiries, complaints, and resolving issues related to insurance products promptly and professionally.
- Ensure high levels of customer satisfaction and foster long-term relationships through effective communication and service excellence.
Compliance and Risk Management
- Ensure all sales activities comply with internal policies, sales governance, and regulatory requirements.
- Maintain accurate and complete documentation for all sales transactions in accordance with internal guidelines and regulatory standards.
- Uphold the Bank’s values and ethical standards in all sales conduct, advisory services, and engagement with customers and internal stakeholders.
Qualifications And Experience
- Bachelor’s degree in Finance, Banking, Business Studies, or a related field.
- Minimum of 3 years’ experience in insurance sales, banking, or investment industries with proven sales performance.
- Possession of necessary and relevant insurance licenses and certifications.
- Strong commitment and ability to consistently drive sales results with a results-driven and proactive attitude towards achieving targets and continuous improvement.
- Customer-centric mindset with a strong advisory approach.
- Strong problem-solving, communication, and interpersonal skills, with the ability to deliver effective presentations.
- Self-motivated, disciplined team player capable of working independently and collaboratively across functions and with multiple stakeholders.
- High level of integrity and adherence to compliance and governance standards.
- Willingness to travel within the base state and other locations across Malaysia as required.
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.
