Wealth Management Advisor for High Net Worth Clients

OCBC Group; Singapore; On-site; SGD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive base salary

Flexible benefits

Professional development opportunities

Job summary

OCBC Group is seeking a Banca Advisor to manage a portfolio of high net worth clients, delivering tailored wealth management solutions and investment strategies. You will collaborate with investment specialists and financial planners to help clients achieve their financial goals.

You should have a degree in finance or economics and at least 5 years in wealth management, with CFP or CFA being desirable. Excellent communication skills and client relationship abilities are essential.

Qualifications

• Manage a portfolio of high net worth clients and provide wealth management solutions.
• Develop and implement investment strategies to meet client objectives.
• Build and maintain client relationships and understand their needs.
• Collaborate with a team of experts including investment specialists and financial planners.
• 5+ years of experience in wealth management.
• A degree in finance or economics; CFP or CFA is desirable.

Responsibilities

• Stay up-to-date with market trends and developments and provide insights to clients.
• Deliver tailored wealth management advice and financial planning for client goals.

Skills

Wealth management

Client relationships

Investment knowledge

Communication skills

Education

Bachelor's degree in Finance or Economics

Job description

OCBC Group is seeking a Banca Advisor to manage a portfolio of high net worth clients, delivering tailored wealth management solutions and investment strategies. You will collaborate with investment specialists and financial planners to help clients achieve their financial goals.

You should have a degree in finance or economics and at least 5 years in wealth management, with CFP or CFA being desirable. Excellent communication skills and client relationship abilities are essential.