Investment Specialist

OCBC company; Malaysia; Sur place; MYR 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

Competitive base salary

Holistic, flexible benefits

Industry-leading learning opportunities

Equal opportunity

Résumé du poste

A leading financial services provider in Malaysia is seeking an experienced Investment Advisor to help clients achieve their financial goals. In this role, you'll understand clients' investment needs and provide tailored advice. Ideal candidates will have a degree in finance or economics, at least 3 years in a similar role, and strong analytical skills. The company offers competitive salaries and a comprehensive benefits package in a friendly, supportive environment.

Qualifications

• At least 3 years of experience in a similar role.
• Strong analytical and problem-solving skills required.
• Excellent communication skills are necessary.
• Excellent communication and interpersonal skills.
• Ability to build trust and rapport with clients.
• Strong knowledge of investment products and markets.

Responsabilités

• Meet with clients to understand their investment needs and goals.
• Conduct financial analysis and provide tailored investment advice.
• Develop and implement investment strategies for clients.
• Build and maintain relationships with clients.
• Stay up-to-date with market trends to provide expert guidance.

Connaissances

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

Formation

Degree in finance or economics

Description du poste

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This exclusion clause shall take effect to the fullest extent permitted by law.You further consent to Oversea-Chinese Banking Corporation Limited, its related corporations (collectively, the "OCBC Group"), and their respective business partners and agents (collectively, the “OCBC Representatives”) collecting, using and disclosing your personal data for purposes reasonably required by the OCBC Group and the OCBC Representatives to enable them to process your employment application and assess your suitability for the position which you are applying for. Such purposes are set out in a Data Protection Policy, which is accessible at www.ocbc.com/policies or available on request and which you confirm you have read and understood.Investment Specialist page is loaded## Investment Specialistremote type: Onsitelocations: OCBC Malaysia, Menara OCBCtime type: Full timeposted on: Posted Todayjob requisition id: JR00006029# **WHO WE ARE:** 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 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.