Financial Advisor

Who are Financial Advisors?

The Financial Advisors team at OCBC is a dedicated team assigned to help you to reach your financial objectives, through several services such as Advisory, Assistance, and Account Management virtually..

What can we do?

Advisory

Understand your needs and financial objectives to generate the appropriate alternative banking solutions we provide.

Assistance

Assist you in a variety of ways so that you may be able to reach those financial objectives.

Account Management

Provide account management services such as profile updates and activation.

Testimonial about Financial Advisor OCBC

Niko - Private Employee

OCBC is getting better with the Financial Advisor service for discussion & can analyze our financial assets. Hopefully, in the future they will continue to innovate & answer more customer needs

Septian - Civil Servants

I have discussed by phone with OCBC Financial Advisor, I am happy because usually the OCBC team informs us in advance via Whatsapp for our availability schedule. When called, the advisor is friendly and more like chatting with friends. Plus, there is also no force to have to buy investment products or others. After that, I also followed up by information about the program that had been discussed, so we can also remember better.

Febriyan - Private Employee

I haven't been called, but if there is, it's also good because often we are confused about which product to choose to grow our money and this really answers the needs of customers like me who are still unfamiliar with investment products and other banking products.

To make an appointment with OCBC Financial Advisors team:

Fill in the form.
Choose the date and time for your virtual appointment (Monday – Friday).
OCBC Financial Advisors will contact you at your desired time and date.
Phone: 1500999 / WA: 08121500999.
For inquiries, complaints, and other information related to OCBC product services, you can click https://www.ocbc.id/en/hubungi-kami.