Personal Financial Consultant

OCBC Frankfurt

Stellenbeschreibung:

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Who We Are

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. By taking the time to truly understand people, we provide support, services, solutions, and career paths that meet their individual needs and desires. Today we are on a journey of transformation, leveraging technology and creativity to become a future‑ready learning organisation, with a strategic ambition to be Asia’s leading financial services partner for a sustainable future.

Personal Financial Consultant

Imagine building long‑lasting relationships with customers, helping them achieve their financial goals, and growing your career with one of Asia's leading banks. As a Personal Banking Relationship Manager at OCBC, you'll make a real difference in people's lives and drive business growth.

How you succeed

It starts with understanding the needs and desires of our customers. You will build strong relationships, identify opportunities, and provide tailored financial solutions to help them achieve their goals. By being proactive, responsive, and customer‑focused, you’ll drive sales growth, expand your network, and deliver exceptional customer experiences.

What you do

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

Who you are

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

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, and selection based on ability and fit with our culture and values. Your wellbeing, growth, and aspirations are cared for alongside the needs of our customers.