(Senior) Personal Financial Consultant

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 truly understanding their needs. We provide support, services, solutions, and career paths tailored to individual goals.

We are currently undergoing a transformation, leveraging technology and creativity to become a future-ready learning organisation. Our strategic ambition remains clear and bold: to be Asia’s leading financial services partner for a sustainable future.

Join us to build the bank of the future, innovate financial services delivery, work in supportive teams, create lasting community value, help people grow their assets and investments, and pursue a vibrant, future-ready career.

How You Succeed

Success in this role requires a customer-centric approach, understanding client needs and matching them with our products and services. You will proactively identify opportunities to upsell and cross-sell, collaborating closely with sales teams to drive revenue growth. Building strong relationships with customers and internal stakeholders is essential.

Job Summary

The Personal Financial Consultant provides tailored financial advice to retail customers, assisting them in managing investments, financial planning, and achieving financial goals through budgeting, risk assessment, and strategic planning.

Responsibilities

• Provide high-quality, one-stop retail banking services to customers.
• Promote a wide range of retail products, including investment and insurance, to explore new business opportunities.
• Solicit potential business opportunities and make referrals to related segments.
• Ensure all activities comply with regulatory requirements and bank policies.
• Perform other related duties as assigned.

Qualifications and Requirements

• Holder of a bachelor’s degree in any discipline is preferred; or 5 subjects at Grade E/Level 2 or above in HKCEE/HKDSE including Chinese, English, and Mathematics, or equivalent.
• HKSI and IIQE qualifications are required; candidates with either HKSI or IIQE are welcome but must obtain both within the probation period (e.g., CPA, HKSI, IIQE).
• At least 1 year of relevant experience, preferably in Banking and Financial Institutions.
• Proficient in MS Office and computer skills.
• Sales-driven, result-oriented, and able to work under pressure.
• Good communication and interpersonal skills.
• Proficient in spoken English, Cantonese, and Mandarin.
• ECF (Retail Wealth Management) qualification is preferred.
• More experienced candidates may be considered for Senior Personal Financial Consultant roles.

What We Offer

We provide a competitive base salary and a comprehensive suite of flexible benefits to suit every lifestyle. Our offerings include community initiatives, industry-leading learning and professional development opportunities, and a strong focus on your wellbeing, growth, and aspirations alongside those of our customers.