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OCBC Finance Consultant Interview Questions
& Process

Real candidates share what happened, how many rounds they had,
and how the experience turned out.

Based on 20 interview experiences · FREE TO READ

1.9 Rounds average
Average Typical difficulty
55.6% Positive experience

Candidate interview experiences

First-hand accounts from people who interviewed at OCBC.

Showing 3 of 20
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OCBC

Financial Consultant

Consulting · a year ago

Mid Easy Positive experience Accept offer 4 rounds
Interview process
Recruiter call Phone screen Technical screen Onsite
Interview formats
Behavioral Technical

It was nice, it really depends on which branch manager you meet. Some of them were very nice but some of them were boring, they just asked simple questions and didn’t hire you. I interviewed with 4 managers, 3 of them were nice.

Confirmed questions3 questions
  • Can you tell me why you chose this role?
  • What are your strengths?
  • Do you have any questions for us?
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OCBC

Financial Consultant

Consulting · a year ago

Entry Difficult Negative experience No offer 1 round
Interview process
Recruiter call Technical screen Presentation Onsite
Interview formats
Technical Presentation Behavioral

Before the interview, I had to study a Fund and a Life Insurance Plan. Then, I had to present them to the interviewer. They were pretty rude and not very friendly, so I think you need to be ready for some insults and tough questions.

Confirmed questions7 questions
  • Tell me about the financial instruments you were asked to prepare.
  • Can you explain the details of the Fund and the Life Insurance Plan?
  • Try to sell me the Fund and Life Insurance Plan.
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OCBC

Financial Consultant

Consulting

Entry Difficult Neutral experience Decline offer 1 round
Interview process
Recruiter call Phone screen
Interview formats
Presentation Behavioral

The interview started late and I had to wait a long time after my scheduled slot. During the interview, the interviewer's phone rang and they started using it, which made me wait. It felt unprofessional. The interviewer described the job as stressful with daily targets and repeatedly emphasized how difficult it is. There's a 6-week training period before starting, and a 6-month probation period.

Confirmed questions2 questions
  • Can you sell me this interview room, acting as a customer who isn't interested in buying a room, with the constraint that I can't lower the price?
  • Considering your degree, why are you interested in this particular role when you could pursue other positions at OCBC, such as an analyst?

OCBC Finance Consultant Interview Questions

Quoted word for word from OCBC interview reports.

Can you explain the details of the Fund and the Life Insurance Plan?

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As an economics student, what's your take on the current global economic situation?

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Can you sell me this interview room, acting as a customer who isn't interested in buying a room, with the constraint that I can't lower the price?

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Where do you envision yourself in the next five years?

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Considering you're a finance student, why did you decide to pursue a career in a bank?

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Why did you choose to apply with OCBC, and not other local banks?

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Formats, difficulty and experience

Across all 20 OCBC interview reports.

Interview formats

Behavioral 48.8%
Technical 26.8%
Presentation 17.1%
Case 7.3%

Interview difficulty

Easy 30%
Average 50%
Difficult 20%

Candidate experience

Positive 55.6%
Negative 16.7%
Neutral 27.8%