Senior Wealth Advisor for HNW Clients

CFA Institute; Singapore; On-site; SGD 120,000 - 190,000; Full time

Benefits offered by this job

Competitive salary

Flexible benefits

Professional development

Equal opportunity

Wellbeing & growth

Job summary

OCBC Bank is seeking a Banca Advisor in Singapore to manage a portfolio of high-net-worth clients, offering tailored wealth management solutions and investment strategies. You will build and maintain strong client relationships while collaborating with investment specialists and financial planners.

Ideal candidates have 5+ years in wealth management, a related degree, strong communication skills, and a professional certification such as CFP or CFA.

Qualifications

• A degree in finance or economics.
• At least 5 years of experience in wealth management.
• Strong knowledge of investment products and wealth management strategies.
• Excellent communication and interpersonal skills.
• Professional certification such as CFP or CFA is desirable.

Responsibilities

• Manage a portfolio of high net worth clients with wealth management solutions.
• Develop and implement investment strategies to meet client objectives.
• Build and maintain client relationships through proactive communication.
• Collaborate with investment specialists and financial planners.
• Stay informed on market trends to provide insightful client advice.

Skills

Excellent communication

Interpersonal skills

Client relationship management

Education

Degree in finance or economics

Job description

OCBC Bank is seeking a Banca Advisor in Singapore to manage a portfolio of high-net-worth clients, offering tailored wealth management solutions and investment strategies. You will build and maintain strong client relationships while collaborating with investment specialists and financial planners.

Ideal candidates have 5+ years in wealth management, a related degree, strong communication skills, and a professional certification such as CFP or CFA.