Personal Financial Consultant Trainee Programme

Achieve your goals while realising the dreams of others

Why you will love this

Six weeks of structured training to put you on the path to success

Customised career progression through a sales or management track


A degree or diploma with relevant retail banking sales experience

A results-oriented mindset and a desire to tackle challenges

A willingness to work flexible hours, including at weekends


As part of the Global Consumer Financial Services team, you will be part of our business that serves almost three million customers across Singapore, Malaysia, Indonesia and China. You will be assigned to one of our island-wide branches and be at the frontline, providing one-stop financial advisory services to customers and building long-term relationships with them through the delivery of exceptional after-sales service.

Help our customers achieve their financial goals through the active promotion and cross-selling of our comprehensive range of wealth management products including insurance, loans, unit trusts and structured deposits.

You will be in the position to build a successful career with the option to pursue the Management Route by becoming a Branch Manager or the Sales Route by becoming a Client Advisor working with premier private clients.

Top performers will be invited on trips to fabulous locations around the world including Paris, Barcelona, London and many more!

Branch Relationship Manager & Personal Financial Consultant | Job Spotlight

Our Relationship Managers and Personal Financial Consultants are the public faces of OCBC Bank and trusted advisors to our retail banking customers. Find out what it means to be at the frontline of the Bank.

What you will experience

Through this six-week structured programme, you will undergo the following:

Week 1-2

  • Induction and introductory banking modules.
  • Training on compliance.
  • Quick tests and reviews to assess your knowledge of the Bank, the role, and banking regulations.

Week 3-4

  • Training on core banking products, loans and channels.
  • Learning about the various aspects of banking service.
  • An assessment of your knowledge of product application

Week 5-6

  • Lessons on wealth management
  • Analysis of clients' needs
  • Training on how to advise clients
  • An assessment of your grasp of wealth management and advisory using the range of financial solutions we provide through the deployment of simulated wealth protection tools

By joining the Personal Financial Consultant Trainee Programme, you will:

  • Learn through a six-week structured programme
  • Be mentored by a Branch Manager during attachments
  • Be widely exposed to a range of OCBC Bank products
  • Learn to cater to customers – children, young adults, families and affluent individuals – with different financial needs

Who should apply?

  • We seek highly motivated individuals who work well in a team.
  • Other qualities that will put you in strong standing for the programme include:
    • A degree or diploma with at least two years of relevant retail banking sales experience
    • Being a results-oriented go-getter who relishes challenges
    • Being prepared to work flexible hours, including at weekends

Rising to the top from PFC to Branch Manager

What career progression and leadership opportunities are available as a Personal Financial Consultant? Branch Manager Jensen Yeoh shares it all.

11 November 2019

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Eva Chen opens up about the difference between Premier Banking and at branch, and what she enjoy about the role.

5 October 2019

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How to excel in a Personal Financial Consultant Role?

Top rookie Goh Cheng Keong shares tips on how to ace the job.

9 September 2019

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