Investment Advisor/Counsellor, Group Consumer Financial Services

CFA Institute; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading financial services provider in Singapore is seeking an experienced Investment Advisor to help clients achieve their financial goals. You'll provide tailored advice, build strong client relationships, and monitor trades across diverse financial instruments. Ideal candidates have 3+ years in investment advisory and hold or are progressing in CFA qualifications. This role offers competitive salary and flexible benefits.

Benefits

Competitive base salary

Holistic, flexible benefits

Industry-leading learning opportunities

Qualifications

• Minimum 3 years relevant experience in investment advisory, research, sales, or trading.
• Candidates should have passed Levels 1, 2 or 3 of CFA preferred.
• Experience in Unit Trusts and portfolio allocation is essential.

Responsibilities

• Provide portfolio advisory support to Relationship Managers.
• Interpret and forecast economic data for actionable trade ideas.
• Monitor and execute trades for clients.

Skills

Investment advisory

Analytical skills

Client relationship management

Financial market knowledge

Communication skills

Education

University degree or equivalent professional qualification

Tools

Unit Trusts

Treasury Products

Investment Products

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: 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.

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

• Provide portfolio advisory support to Relationship Managers (RMs), with a focus towards Unit Trust & Treasury Products.
• Interpretation and forecasting of economic data, translating them into actionable trade or product ideas, and sourcing of investment products.
• Portfolio counselling to clients (market views, trade ideas, explanation of products) by collaborating with RMs on joint client meetings, and preparing investment proposals.
• Monitor and execute trades for clients across a range of financial instruments.
• Conduct continuing education for RMs on unit trusts, treasury products, investment basics, portfolio allocation strategies, etc.
• Contributing towards regular investment publications (e.g., newsletters, product summaries, trade recommendations) for distribution to clients.

Who you are

• Minimum 3 or more years relevant experience in investment advisory, research, sales or trading in currencies, equity or other Treasury related products.
• A good university degree or the equivalent in professional qualification preferred.
• Sound analytical mind and ability to interpret economic news and data.
• Candidates who have passed Levels 1, 2 or 3 of CFA preferred.
• The candidate must have experience in Unit Trusts and portfolio allocation, in the capacity of unit trusts product managers or investment consultants or similar roles.
• Possess strong interest in and understanding of economics and financial markets, particularly in FX and/or equity markets.
• Ideally candidate should have experience in one or more of the following wealth management products; bonds, equities, FX, Bancassurance and Unit Trust.
• Must have or willing to learn a broad based investment-related exposure and background in order to multi-task within a small team.
• Candidate should ideally be mature, confident, and able to play a meaningful role in client meetings.
• Able to communicate effectively with English and Mandarin/Bahasa Indonesia speaking customers.
• Excellent communication and strong interpersonal skills with ability to work collaboratively across the organization.

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.