Wealth Management Professional
2 weeks ago
The Wealth Management Professional role at OCBC Bank is designed for experienced professionals who thrive in fast-paced environments and possess a passion for helping clients achieve their financial goals.
Key Responsibilities:- Managing complex investment portfolios for our Premier Private Client (PPC) customers.
- Developing and implementing comprehensive wealth management strategies that align with clients' values and objectives.
- Collaborating with cross-functional teams to identify business opportunities and drive growth.
- Conducting thorough research to provide expert advice on investment opportunities and risk management.
- Building strong relationships with key stakeholders, including clients, colleagues, and partners.
Qualifications:
- Bachelor's degree in a relevant field from a reputable institution.
- Minimum 2 years of experience in wealth management, investments, or financial planning.
- Professional certifications such as CFA or CAIA are advantageous.
- Strong analytical and problem-solving skills, with a keen eye for detail.
- Excellent communication and interpersonal skills, with a proven ability to build strong relationships.
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