Investment Advisor: Grow Clients' Wealth

OCBC Malaysia; Malaysia; On-site; MYR 60,000 - 100,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Learning & development opportunities

Equal opportunity

Job summary

OCBC Malaysia is seeking an Investment Advisor to guide clients in achieving their financial goals. You will assess client needs, provide tailored investment advice, and design strategies aligned with risk tolerance and horizons.

Role emphasizes building trust, sustaining client relationships, and staying informed on market developments to deliver informed recommendations and long-term value.

Qualifications

• Degree in finance or economics.
• At least 3 years of experience in a similar role.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.

Responsibilities

• Meet with clients to understand investment needs and goals.
• Conduct financial analysis and provide tailored investment advice.
• Develop and implement investment strategies to help clients achieve goals.
• Build and maintain relationships with clients to ensure ongoing needs are met.
• Stay up-to-date with market trends and developments to provide expert advice.

Skills

Strong analytical skills

Excellent communication

Interpersonal skills

Relationship building

Investment product knowledge

Education

Finance or Economics degree

Job description

OCBC Malaysia is seeking an Investment Advisor to guide clients in achieving their financial goals. You will assess client needs, provide tailored investment advice, and design strategies aligned with risk tolerance and horizons.

Role emphasizes building trust, sustaining client relationships, and staying informed on market developments to deliver informed recommendations and long-term value.