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Personal Financial Consultant

OCBC Bank


Job Location:

Hong Kong - Hong Kong

Monthly Salary: Not provided by the employer
Posted: 14 August 2026 (30+ days ago)
Application Deadline: 11 November 2026
Vacancies: 1 Vacancy

Job Summary

WHO WE ARE:

As Singapores 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 were 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 Asias 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.

This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager.

Consumer Lending Relationship Management

Why Join
As a Consumer Lending Relationship Manager at OCBC youll have the opportunity to build long-term relationships with our customers and help them achieve their financial goals. Youll work closely with them to understand their needs and provide tailored solutions that meet their aspirations. Its a challenging yet rewarding role that requires a deep understanding of our customers and our products.

How you succeed
To succeed in this role youll need to take a customer-centric approach understanding their needs and desires and matching them with our products and services. Youll need to be proactive in identifying opportunities to upsell and cross-sell and work closely with our sales teams to drive revenue growth. Building strong relationships with our customers and internal stakeholders is key to success in this role.

What you do
- Manage a portfolio of consumer lending customers building and maintaining relationships to drive revenue growth
- Conduct regular reviews with customers to understand their needs and provide tailored solutions
- Identify opportunities to upsell and cross-sell our products and services
- Work closely with our sales teams to drive revenue growth and achieve sales targets
- Provide excellent customer service responding to customer queries and resolving issues in a timely and professional manner

Who you are
- A degree or diploma in a relevant field such as business or finance
- At least 3 years of experience in consumer lending or a related field
- Strong communication and interpersonal skills with the ability to build strong relationships with customers and internal stakeholders
- Proactive and results-driven with a strong focus on achieving sales targets and driving revenue growth
- Strong analytical and problem-solving skills with the ability to identify opportunities and provide tailored solutions

Who we are
As Singapores 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 were 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 Asias 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 we offer
Competitive base salary. A suite of holistic flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Equal opportunity. Fair employment. Selection based on ability and fit with our culture and values. Your wellbeing growth and aspirations are every bit as cared for as the needs of our customers.

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.


Required Experience:

Contract


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