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Investment Advisor/Counsellor

External
ocbc logoOcbc · Ocbc, Singapore
Full-timeOn-site1w ago
Financial Analysis
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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 Advisor 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

  • A degree in a relevant field, such as finance or economics
  • At least 3 years of experience in a similar role
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to build trust and rapport with clients
  • Strong knowledge of investment products and markets

Benefits

How you succeedWhat you doMeet with clients to understand their investment needs and goalsConduct financial analysis and provide tailored investment adviceDevelop and implement investment strategies to help clients achieve their goalsBuild and maintain relationships with clients to ensure their ongoing needs are metStay up-to-date with market trends and developments to provide expert adviceCompetitive 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.Flexible schedule

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