About Us As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. From there we provide support, services, solutions, and career paths that meet their individual needs and desires.
Role Summary As a Personal Wealth Manager, you will be based at one of OCBC’s island‑wide branches, providing comprehensive, one‑stop financial advisory and banking services to customers.
Key Responsibilities - Providing holistic financial advisory services through the active promotion and cross‑selling of OCBC’s full suite of bank‑approved wealth management products, including insurance, investments, mortgage loans, unit trusts, structured deposits, and any other financial products and services approved by the Bank from time to time.
- In consultation with the Branch Manager, developing monthly action plans to achieve or exceed sales targets, supporting new business growth a...