Banca Advisor/Counsellor

OCBC Group; Singapore; On-site; SGD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Professional development opportunities

Job summary

OCBC Group is seeking a Banca Advisor to manage a portfolio of high net worth clients, delivering tailored wealth management solutions and investment strategies. You will collaborate with investment specialists and financial planners to help clients achieve their financial goals.

You should have a degree in finance or economics and at least 5 years in wealth management, with CFP or CFA being desirable. Excellent communication skills and client relationship abilities are essential.

Qualifications

• Manage a portfolio of high net worth clients and provide wealth management solutions.
• Develop and implement investment strategies to meet client objectives.
• Build and maintain client relationships and understand their needs.
• Collaborate with a team of experts including investment specialists and financial planners.
• 5+ years of experience in wealth management.
• A degree in finance or economics; CFP or CFA is desirable.

Responsibilities

• Stay up-to-date with market trends and developments and provide insights to clients.
• Deliver tailored wealth management advice and financial planning for client goals.

Skills

Wealth management

Client relationships

Investment knowledge

Communication skills

Education

Bachelor's degree in Finance or Economics

Job description

## Banca Advisor/CounsellorApplyremote type: Onsitelocations: OCBC Singaporetime type: Full timeposted on: Posted Todayjob requisition id: JR00002910# **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. Banca Advisor Why Join Imagine being part of a team that helps high net worth individuals and families achieve their financial goals. As a Banca Advisor at OCBC, you'll have the opportunity to build long-term relationships with clients and provide them with tailored wealth management solutions. You'll be part of a team that is dedicated to delivering exceptional service and expertise. How you succeed To succeed in this role, you'll need to take a client-centric approach, understanding their unique needs and goals. You'll work closely with our team of experts to develop and implement wealth management strategies that meet our clients' objectives. Building strong relationships and providing exceptional service will be key to your success. What you do - Manage a portfolio of high net worth clients, providing them with wealth management solutions and advice - Develop and implement investment strategies that meet our clients' objectives - Build and maintain relationships with clients, understanding their needs and goals - Collaborate with our team of experts, including investment specialists and financial planners - Stay up-to-date with market trends and developments, providing insights and advice to our clients Who you are - A degree in a relevant field, such as finance or economics - At least 5 years of experience in wealth management or a related field - Strong knowledge of investment products and wealth management strategies - Excellent communication and interpersonal skills, with the ability to build strong relationships with clients - A strong understanding of the financial services industry and market trends - A professional certification, such as CFP or CFA, is desirable 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.