Investment Specialist

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

WHO WE ARE

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

Why Join

Imagine helping people achieve their financial goals and securing their future. As an Investment Advisor at OCBC, you'll have the opportunity to make a real difference in people's lives. You'll work with clients to understand their investment needs and provide tailored advice to help them achieve their aspirations.

How you succeed

It starts with building strong relationships with your clients. You'll take the time to understand their financial goals, risk tolerance, and investment horizon. From there, you'll provide expert advice and guidance to help them make informed investment decisions. Your success will be measured by the trust and loyalty you build with your clients.

What you do

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

Who you are

• 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

WHO WE ARE

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.

What we offer

• Competitive 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.
• Selection based on ability and fit with our culture and values.
• Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

What we offer

• Competitive 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.

Let’s build the bank we need for the future we want. Find the best version of yourself in a friendly, supportive team. 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

About Us

As the longest established Singapore bank, formed in 1932 from the merger of three local banks, we have grown from strength to strength to become a regional financial services group. With a deep history in Asia, we offer the most comprehensive coverage across ASEAN and Greater China, complemented with a presence in the leading economies of New York, London and Sydney. We are the second largest financial services group in Southeast Asia by assets with one of the world’s highest credit rating (Aa1 by Moody’s and AA- by both Fitch and S&P). We offer private banking services through our wholly-owned subsidiary, Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals. Our insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia.