To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets
Lead and/or assist with various tax advisory assignments, including but not limited to legal entity and operational restructuring, tax incentive assessment and application, fund structuring advice, etc.
To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets
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
Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches and any other sales activities to achieve sales targets.
Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches and any other sales activities to achieve sales targets.
To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets
To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets
Coordinate, support facilitate and/or execute the group, bank and IWS’s strategy and work plan, including tracking of initiatives, resolution actions of expenses, recruitment, KPI, product performance, management reporting etc
To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets
To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets
Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.