FX Advisor/Counsellor

2 days ago

Singapur, Singapore OCBC Bank Full time
Job Summary

We are seeking a highly skilled and experienced FX Advisor/Counsellor to join our team at OCBC Bank. As a key member of our Wealth Specialists team, you will be responsible for championing and increasing revenue income and volume on all FX and FX-related products for Premier clients.

Key Responsibilities
  • Monitor and execute FX products under the Premier FX product shelf.
  • Call on existing Premier clients to determine FX needs and identify possible FX solutions, strategies, and trading ideas.
  • Handle clients-initiated FX spot transactions.
  • Assist Relationship Managers in building new client bases by joint client appointment/portfolio review for selected sophisticated FX products.
  • Keep abreast with market trends, regulations, and market intelligence to identify and capture opportunities in the FX space.
  • Provide timely FX market updates and insights to RMs, focusing on FX interpretation and forecasting of economic data, translating them into actionable FX trade ideas and strategies.
  • Contribute to periodic investment FX client publications (e.g., newsletters, trade recommendations).
  • Conduct client seminars.
Requirements
  • At least 5 years of relevant sales and trading experience in financial services and the FX market and/or other Treasury-related products.
  • Possess robust FX market knowledge and experience, with a strong interest in and understanding of economics and financial markets, particularly in FX and/or equity markets.
  • Sound analytical mind and ability to interpret economic news and data.
  • Mature, confident, and able to play a meaningful role in client meetings.
  • Able to communicate effectively with English and Mandarin/Bahasa Indonesia speaking customers.
  • Excellent communication and strong interpersonal skills with the ability to work collaboratively across the organization.
  • A good university degree or the equivalent in professional qualification preferred.
  • Candidates who have passed Levels 1, 2, or 3 of CFA preferred.
Location

Singapore

Job Type

Permanent, Full-time

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