Investment Advisor/Counsellor

OCBC Group; Singapore; On-site; SGD 70,000 - 120,000; Full time

Benefits offered by this job

Competitive salary

Flexible benefits

Community initiatives

Learning & development

Job summary

OCBC Group in Singapore seeks an Investment Advisor to understand client goals and provide tailored investment advice.

You will meet with clients, analyze financials, and develop strategies while building trusted relationships with a client-focused approach.

A degree in finance or economics and at least 3 years of experience, plus strong analytical and communication skills, are required.

Qualifications

• 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.

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 their goals.
• Build and maintain relationships with clients to ensure ongoing needs are met.
• Stay up-to-date with market trends to provide expert advice.

Skills

Analytical thinking

Communication

Interpersonal skills

Problem-solving

Education

Degree in finance or economics

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.

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.