FX Advisor/Counsellor

2 days ago

Singapur, Singapore OCBC Bank Full time
Job Title: FX Advisor/Counsellor

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 Management division, you will be responsible for providing expert advice and guidance to our Premier clients on all aspects of foreign exchange and FX-related products.

Key Responsibilities:
  • Champion and increase revenue income and volume on all FX and FX-related products for Premier clients.
  • Monitor and ensure prompt execution of all 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.
Secondary Responsibilities:
  • Assist Relationship Managers to build new client base 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, with a focus on FX interpretation and forecasting of economic data, translating them into actionable FX trade ideas and strategies.
  • Contribute towards periodic investment FX client publications (e.g., newsletters, trade recommendations).
  • Conduct client seminars.
Requirements:
  • At least 5 years 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 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.
  • Candidate should ideally be 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 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.
Primary Location: Singapore

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