3,803 Ocbc Bank jobs in Singapore
Customer Service Representative Financial Services
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We are seeking a highly motivated and results-driven Customer Service Representative to join our growing financial services team. As the first point of contact, you will play a critical role in reaching out to potential clients, introducing our services, and arranging appointments for our advisors.
Key Responsibilities
- Conduct outbound calls to potential prospects from provided lead lists.
- Schedule appointments between prospects and financial consultants.
- Follow up on missed calls and maintain regular engagement.
- Achieve monthly appointment-setting and call activity targets.
- Update call activity and client information accurately in the CRM system.
Essential:
- Minimum GCE 'O' Level or equivalent qualification.
- At least 1 year of experience in telemarketing, sales, or customer service.
- Strong verbal communication and persuasive skills.
- Professional phone etiquette and positive attitude.
- Goal-oriented and comfortable handling rejection.
- Experience in the financial services sector.
- Proven success in appointment setting or lead generation.
- A competitive base salary.
- Performance-based incentives and bonuses.
- Leads and scripts provided for a structured approach.
- Comprehensive training on financial products.
- Supportive team environment with career development opportunities.
- Monday to Friday, 9:00 AM - 6:00 PM.
- Full-time, Permanent role.
If you are a driven communicator with a passion for financial services, send us your updated resume and a short cover letter highlighting your customer service or sales experience.
Financial Services Consultant
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Great for fresh grads looking to build a long-term career
Magellan & Co. is dedicated to empowering our clients to navigate life's financial complexities with confidence and achieve peace of mind. We provide real solutions to manage risk, build wealth, and transform lives, even amidst unexpected crises.
We're seeking motivated individuals to become Financial Service Consultant within our collaborative team
Your Role:
- Work alongside experienced financial services professionals to learn the ropes of client management.
- Develop customized financial solutions for clients, focusing on wealth growth and protection.
- Assist in creating and implementing financial plans for individuals and businesses, including retirement and education strategies.
- Support ongoing client reviews and ensure excellent client satisfaction and service.
- Hold at least a GCE "A" level, Local Polytechnics Diploma, or Degree.
- New to finance? That's perfectly fine We provide comprehensive training and support for entry-level candidates and those making a career change.
- Passionate about making a tangible difference in people's lives and your own financial future.
- Ambitious and goal-oriented.
- A strong collaborator who enjoys working as part of a team.
Thank you for your application
Financial Services Professional
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As a Financial Services Professional, you will be responsible for building and maintaining strong relationships with customers. This role requires excellent customer service skills and the ability to effectively communicate financial products and services.
Responsibilities:
- Build and maintain strong relationships with customers
- Provide excellent customer service and address inquiries regarding financial products and services
- Actively engage in cross-selling and upselling financial products to meet sales targets
Key Skills and Qualifications:
- Local diploma or A Levels; bachelor's degree in business or related field is a plus
- Strong interpersonal and communication skills
- Knowledge of banking products and services
- Ability to work in a target-driven environment
- Attention to detail and strong organizational skills
Benefits:
The ideal candidate will have a strong passion for delivering exceptional customer experiences and a willingness to continuously develop their knowledge of financial products and services.
About Us:
We are committed to fostering a positive and inclusive work environment that supports the growth and development of our team members.
Financial Services Auditor
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We are seeking a highly skilled Financial Services Auditor to join our team. The ideal candidate will have a strong background in accounting and auditing, with experience in financial services.
The successful candidate will be responsible for conducting audits of various financial institutions, including banks, insurance companies, and investment firms. This will involve reviewing financial statements, assessing risk, and identifying areas for improvement.
To succeed in this role, you will need to have excellent analytical skills, a strong attention to detail, and the ability to work well under pressure. You will also need to have good communication skills, both written and verbal, and be able to present complex information to clients in a clear and concise manner.
We offer a competitive salary and benefits package, as well as opportunities for professional development and career advancement. If you are a motivated and enthusiastic individual who is looking for a challenging and rewarding career, we would like to hear from you.
- A degree in Accountancy or a related field
- Relevant audit experience, preferably in financial services
- Excellent analytical and problem-solving skills
- Good communication and interpersonal skills
In addition to your technical skills and experience, you should possess a strong work ethic, be proactive, and be able to work well in a team environment. You should also be able to adapt to changing priorities and deadlines, and be flexible in your approach to work.
Financial Services Leader
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Job Opportunity:
The successful candidate will oversee assurance engagements, lead teams, drive business development, and ensure compliance with regulatory standards.
- Lead audit and assurance engagements across various industries.
- Oversee quality control processes and adherence to professional standards and regulations.
- Provide strategic direction and mentorship to the assurance team.
- Drive business development efforts and maintain strong client relationships.
- Collaborate with partners to support firm growth and innovation.
- Represent the organization in professional forums.
Requirements:
- Hold a valid Practising Certificate and be registered as a Public Accountant.
- Chartered Accountant (CA Singapore) designation is required.
- At least 10 years of relevant experience in public accounting or audit practice.
- Leadership and team management capabilities.
- Strong technical knowledge of auditing standards, financial reporting, and regulatory requirements.
- Excellent communication, interpersonal, and client management skills.
- Business acumen for contributing to firm-wide initiatives.
Financial Services Professional
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About the Role:
We are seeking an experienced professional to join our team in a licensed money lending firm. The ideal candidate will have a strong background in personal loans and be passionate about building long-term client relationships.
Key Responsibilities:
- Provide expert advice to clients on loan options to ensure they receive the best possible service
- Manage full loan processing, from application to disbursement, with high levels of accuracy and efficiency
- Ensure compliance with Monetary Authority of Singapore (MAS) regulations and guidelines
- Develop and maintain strong relationships with clients through regular communication and follow-ups
- Assist with overdue
Financial Services Consultant
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Job Description
• To Identify target markets and sales opportunities (Foreigners and expatriates residing locally)
• Develop relationships with targeted market segments (Foreigners and expatriates residing locally)
• Build and maintain targeted client bases, keeping current client plans up-to-date and acquiring new clients on an ongoing basis
• Maintain relationship with clients and prospective clients by contacting/meeting with them periodically
• Explaining/Giving advice to clients and prospective clients the types of services / investment products and the responsibilities to be taken by the Financial Services Consultant.
• Recommend financial planning strategies to clients to achieve their financial goals and objectives
• Implement financial planning recommendations to clients or prospective clients
Requirements
• Diploma/ Degree holder in any discipline
• Prior working experience
• Excellent interpersonal skills and leadership potential
• M5/M9,M9A,HI are advantage
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Financial Services Specialist
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Job Title:
">Financial Services Specialist
">Our team is seeking a Financial Services Specialist to join our growing organization. The successful candidate will be responsible for reconciling and maintaining accurate financial records, as well as processing monthly payments.
">Key Responsibilities:
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- Prepare and process related AP payments and monthly SOA reconciliation. ">
- Act as the first approver/reviewer of all invoices submitted via the e-Procurement system (TenderBoard). ">
- Review TenderBoard reports and ensure accuracy of accounting codes. ">
- Monitor balance sheet items and follow up with relevant stakeholders on outstanding items. ">
- Timely and accurately prepare daily carrier remittances for both batches. ">
- Post related AP transactions/journal entries. ">
- Support colleagues through a buddy system. ">
- Assist with internal and external audits. ">
- Perform ad-hoc assignments as requested by the Manager/HOD. ">
Requirements:
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- Diploma in Accountancy or Business Finance. ">
- Hands-on experience in accounting, particularly in the finance area, preferred. ">
- Experience in shared service and freight forwarding/logistics added advantage. ">
- Proficiency in MS Excel, MS Word, and SAP accounting system. ">
- Entry-level candidates are welcome. ">
Financial Services Consultant
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Job Description
• Providing financial advice based on clients' financial and protection needs
• Providing recommendation to clients on wealth accumulation and legacy planning
• Providing corporate solutions for business entities
• Delivering a high level of professional customer service to customers
• Building and cultivating client relationships
Job Requirements
• Sales/marketing experience will be an advantage
Financial Services Auditor
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To perform high-quality and effective audit procedures, you will work closely with our team to achieve compliance and statutory audit goals. Your role will include assisting in the performance of compliance audits and learning financial reporting standards and audit standards.
Key Responsibilities:
- Assist in statutory audit of private companies, limited companies, and non-for-profit organisations
- Perform walkthrough tests and test of controls
Requirements:
- Bachelor's Degree/ Post-Graduate Diploma/Professional Degree in Accountancy or equivalent
- Strong communication skills and ability to maintain good relationships with clients
- Able to collaborate in a team environment
- Able to handle multiple engagements and work under pressure
We are seeking a skilled and experienced professional who can contribute to our team's success. If you are motivated and passionate about audit, we encourage you to apply for this exciting opportunity.