This position is no longer available
Remote (Country)

OCBC Bank was looking for an Investment Advisor, Group Consumer Financial Services

WHO WE ARE:

As Singapore's longest-established bank, we've been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. Our secret? We take the time to truly understand people. From there, we craft support, services, solutions, and career paths that meet their unique needs and desires. Right now, we're in the midst of an exciting transformation. We're using technology and creativity to evolve into a future-ready learning organization. But our strategic vision remains crystal clear and bold: to become Asia's leading financial services partner for a sustainable future. We're inviting you to help build the bank of tomorrow. Innovate how we deliver financial services. Work in friendly, supportive teams. Create lasting value in your community. Help people grow their assets, businesses, and investments. Push your learning to new heights. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here. Investment Advisor Why Join Imagine helping people achieve their financial goals and secure their future. As an Investment Advisor at OCBC, you'll make a real difference in people's lives. You'll work with clients to understand their investment needs and provide tailored advice that turns their aspirations into reality. How You Succeed It all begins with building strong, genuine relationships with your clients. You'll dive deep to understand their financial goals, risk tolerance, and investment horizon. From there, you'll provide expert guidance that helps them make informed investment decisions. Your success will be measured by the trust and loyalty you build. What You Do 1. Meet with clients to understand their investment needs and goals 2. Conduct financial analysis and provide tailored investment advice 3. Develop and implement investment strategies to help clients achieve their goals 4. Build and maintain relationships with clients to ensure their ongoing needs are met 5. Stay up-to-date with market trends and developments to provide expert advice Who You Are 1. A degree in a relevant field, such as finance or economics 2. At least 3 years of experience in a similar role 3. Strong analytical and problem-solving skills 4. Excellent communication and interpersonal skills 5. Ability to build trust and rapport with clients 6. Strong knowledge of investment products and markets 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 important to us as the needs of our customers.
Required Skills
Financial AnalysisClient Relationship ManagementRisk AssessmentProblem Solving
About company
OCBC Bank
Singapore's longest established bank, dedicated to enabling individuals and businesses to achieve their aspirations. A financial services partner leveraging technology and creativity to become a future-ready learning organisation.
All jobs at OCBC Bank Visit website
Job Details
Category other
Posted a year ago