Investment Counselor

As Singapore's longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

 Today, we're on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia's leading financial services partner for a sustainable future.

 We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.

Your Opportunity Starts Here.

This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager.

Advisory Portfolio Management

Why Join
As an Advisory Portfolio Manager at OCBC, you'll have the opportunity to make a real difference in the lives of our clients by helping them achieve their financial goals. You'll work closely with them to understand their needs, develop tailored investment strategies, and provide expert advice to help them grow their wealth. It's a challenging and rewarding role that requires a unique blend of technical expertise, business acumen, and interpersonal skills.

How you succeed
To succeed in this role, you'll need to take a holistic approach to understanding our clients' needs and goals. This means building strong relationships, staying up-to-date on market trends and developments, and leveraging our bank's extensive resources and expertise to develop innovative solutions. You'll also need to be able to communicate complex ideas in a clear and concise manner, and work effectively with a range of stakeholders to deliver results.

What you do
Your day-to-day responsibilities will include:
- Meeting with clients to understand their investment goals and risk tolerance
- Developing and implementing tailored investment strategies
- Conducting market research and analysis to stay up-to-date on trends and developments
- Collaborating with other teams to identify new business opportunities
- Providing expert advice and guidance to clients on investment products and services
- Building and maintaining strong relationships with clients and other stakeholders

Who you are
- A degree in a relevant field, such as finance, economics, or business
- At least 5 years of experience in a similar role, preferably in a banking or financial services environment
- Strong technical knowledge of investment products and services
- Excellent communication and interpersonal skills
- Ability to work effectively in a fast-paced environment and prioritize multiple tasks and deadlines
- Strong analytical and problem-solving skills

Who We Are
As Singapore's longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Today, we're on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation.
But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia's leading financial services partner for a sustainable future.

We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here.

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 cared for as the needs of our customers.

Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.