- Experience
- 5+ yrs
- Salary
- —
- Openings
- 1
- Posted
- 2 часа назад
- Work mode
- In office
- Education
- Degree in Finance, Economics or related field
- Resume
- Required to apply
Where you'll work
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Job description
About the Role
Join Singapore's longest-established bank, OCBC, as a Banca Advisor where you'll support high-net-worth individuals and families in accomplishing their financial ambitions. This position centers on fostering long-term client relationships and delivering personalised wealth management solutions. You will be part of a forward-thinking team dedicated to outstanding service and expert advice.
Key Responsibilities
- Oversee a portfolio of wealthy clients, providing tailored wealth advisory services.
- Create and execute investment strategies aligned to client goals.
- Maintain and nurture client relationships by understanding their specific needs and objectives.
- Work collaboratively with investment experts and financial planners to enhance client wealth solutions.
- Keep abreast of market trends and use insights to advise clients effectively.
Candidate Profile
- Possesses a degree in finance, economics, or a related discipline.
- Has a minimum of five years' experience in wealth management or related sector.
- Demonstrates strong expertise in investment products and wealth planning tactics.
- Exhibits excellent communication and interpersonal skills necessary for building robust client relationships.
- Understands financial market dynamics and industry trends deeply.
- Professional credentials such as CFP or CFA are advantageous.
About OCBC
Established in 1932, OCBC is dedicated to supporting both individuals and enterprises in achieving their goals through a clientele-centric approach and innovative financial services. The bank is currently focused on evolving into a future-ready organization by harnessing technology and creativity, aiming to be Asia's leading financial services partner for a sustainable future.
What We Provide
- Competitive base salary complemented by a comprehensive benefits package tailored to different lifestyles.
- Engagement in community and social initiatives.
- Access to extensive learning and professional growth opportunities.
- A work environment that values equal opportunity, fairness, and supports your personal wellbeing and career aspirations.
Minimum education
Bachelor's Degree