Wealth Growth Advisor: Build Clients' Futures

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

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.