Skip to main content
Back to jobs

Investment Consultant

External
ocbc logoOcbc · Ocbc Macau
Full-timeOn-siteToday
Cover LetterConnect

Prepare for this interview

Elite

AI-generated questions, company research, and talking points tailored to this role

About the role

As Singapore's 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, we're 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 Asia's 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. Investment Consultant As Singapore's 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, we're 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 Asia's 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.

Requirements

  • Bachelor's degree or above in Finance, Business, Economics, or Accounting
  • 5 - 8 years of relevant experience in investment advisory, research, sales, or trading in currencies, equity, or other Treasury-related products
  • Experience in Unit Trusts and portfolio allocation, in the capacity of Unit Trusts product managers or investment consultants or similar roles
  • Possess strong interest in and understanding of economics and financial markets, particularly in FX and equity markets
  • Mature, confident, and able to play a meaningful role in client meetings
  • Excellent communication, strong interpersonal skills, and good command of English, Mandarin, and Cantonese
  • License holder of CFA/CFP is preferrable

Benefits

How you succeedWhat you doDevelop and implement strategies to drive the investment business to achieve the bank's designated targetsProvide professional advisory support and coach the Premier Relationship Managers (PRMs) to meet their investment targets, with a focus towards Unit Trusts and Treasury ProductsProvide portfolio review to clients (market views, trade ideas, explanation of products) by collaborating with PRMs in joint client meetings and acting as product specialist, and provide solutions for clients to meet their financial needsInterpret and digest economic data, research reports, translate them into actionable trades or product ideas and share to PRMsOversee the daily investment transactions, work with settlement department to make sure the transactions are properly placed to Fund Houses/TreasuryAct as point of contact of Fund Houses/Treasury, arrange and conduct market briefing and seminar for internal/external audienceWork closely with Product department to streamline selling procedure, source and onboard appropriate investment productsCompetitive 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. SelectionFlexible scheduleEquity / stock options

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at ocbc? Share your experience

Interested in this role?

Apply on the company's website.

Cover LetterConnect