Senior / Wealth Portfolio Manager
OCBC · Singapore · 25d ago
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 This Role Is About
If you enjoy talking to people, learning new things, and helping others make better decisions with their money, this role could be a great fit for you.
As part of our Wealth Management team, you’ll be based in an office environment, working primarily through tele‑consulting to engage customers. You’ll support customers at different stages of their lives — from starting their investment journey to planning ahead and protecting what matters most. Your role is to guide them with suitable solutions, one conversation at a time.
What You’ll Be Doing
Engage customers mainly through tele‑consulting, along with in-person and virtual interactions to existing customers.
Convert warm and cold leads into advisory appointments through structured tele‑consulting
Proactively identify, engage and develop new customer relationships through outbound advisory conversations
Achieved monthly acquisition targets through outbound prospecting and follow‑ups
Build your customer base through structured outreach activities, tele‑prospecting initiatives and customer engagement programmes
Understand customers’ needs, goals and life stages, and share suitable banking, investment and insurance solutions in a clear and responsible way
Work closely with the Business Sales Manager to support business plans and contribute towards achieving team and individual KPIs
Participate in bank‑led events, roadshows and outreach activities to meet customers and support business growth
Stay connected with existing customers by sharing relevant ideas, market updates and timely insights
Set personal goals for yourself and work steadily towards achieving them, with guidance from your manager and team
Keep learning and improving — whether it’s product knowledge, market awareness or communication skills
Who You’ll Enjoy This Role With
You don’t need to know everything on Day 1 — that’s what training is for. What matters more is your attitude and willingness to learn.
What You Can Expect From Us
Competitive pay with a full benefits package
Structured training and hands‑on coaching to build confidence and skills
Supportive managers and a collaborative team environment
Recognition programmes that reward good performance (yes — including overseas trips)
Digital tools that support effective tele‑consulting and hybrid ways of working
This role is suited for you if you:
Are curious about financial planning or wealth management
Enjoy speaking with people and building rapport over the phone
Are comfortable working in an office‑based, tele‑consulting environment
Take pride in doing your work well and improving over time
Are open to flexible working hours, including some weekends for events when required
Candidates with prior financial advisory experience may be considered for more senior positions.
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.