Head Wealth Advisory - MD

OCBC Malaysia; Singapore; On-site; SGD 120,000 - 160,000; Full time

Job summary

A leading financial institution in Singapore is seeking a Head of Wealth Advisory to lead strategic initiatives and drive innovation using AI-powered advisory solutions. This role requires a dynamic professional with a strong background in sales and advisory, excellent communication skills, and the ability to work in a fast-paced environment. Competitive salary and holistic benefits are offered.

Benefits

Competitive base salary

Flexible benefits

Professional development opportunities

Qualifications

• Proven experience in sales and advisory roles, with at least 10 years of experience.
• Demonstrated ability to lead projects and drive innovation.
• Strong understanding of AI applications in financial services or advisory contexts.

Responsibilities

• Act as a spokesperson for the company in media, press, and customer-facing events.
• Lead cross-functional projects focusing on innovation and digital transformation.
• Develop and implement AI-driven advisory solutions to enhance customer experience.

Skills

Sales background

Advisory experience

Client-facing skills

Innovative mindset

AI applications knowledge

Job description

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Head Wealth Advisory - MD

Apply remote type Onsite locations OCBC Singapore time type Full time posted on Posted Yesterday job requisition id JR00002088

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.

Wealth Product Management

Why Join
We are seeking a dynamic and forward-thinking professional with a strong background in sales and advisory to lead strategic initiatives and drive innovation, particularly in the realm of AI-powered advisory solutions. This role requires a confident communicator who can represent the company across media, press, and client engagements, while also spearheading transformative projects that shape the future of customer engagement and advisory services.

How you succeed
To succeed in this role, you'll need to stay ahead of the curve in terms of market trends and customer needs. You'll work closely with cross-functional teams to design and launch new products, and continuously monitor and improve existing ones. Your ability to balance business objectives with customer needs will be crucial in driving success.

What you do

• Act as a spokesperson for the company in media, press, and customer-facing events.
• Lead cross-functional projects with a focus on innovation and digital transformation.
• Develop and implement AI-driven advisory solutions to enhance customer experience and business outcomes.
• Collaborate with internal stakeholders to identify opportunities for growth and improvement.
• Provide strategic guidance and thought leadership in sales and advisory practices.
• Stay abreast of emerging technologies and trends, especially in AI, and translate them into actionable business strategies.

Who you are

• Proven experience in sales and advisory roles, with strong client-facing capabilities -with at least 10 years of experience.
• Demonstrated ability to lead projects and drive innovation.
• Strong understanding of AI applications in financial services or advisory contexts.
• Excellent communication and presentation skills.
• Strategic mindset with a forward-looking approach to technology and customer engagement.
• Passion for innovation and digital transformation.
• Ability to think creatively and challenge the status quo.
• Comfortable working in a fast-paced, evolving environment.

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.

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