Senior Wealth Advisory Strategist

2 days ago

Singapore OCBC Full time

Overview
Join to apply for the
Senior Wealth Advisory Strategist
role at
OCBC .
Wealth Product Management position within OCBC's Wealth Management division. This role focuses on driving client engagement, deepening advisory capabilities, and delivering tailored wealth solutions. The ideal candidate will bring extensive experience in financial planning and global markets with strong capabilities in primary research, sales pitching, and project management.
Responsibilities
Financial Markets Research & Advisory Insights: Conduct primary research on macroeconomic trends, asset allocation strategies, and investment themes; develop proprietary insights and thought leadership content to support client advisory and portfolio discussions.
Wealth Product Strategy & Sales Enablement: Support relationship managers and advisors in pitching a broad suite of wealth solutions (unit trusts, structured products, insurance, discretionary portfolios); create compelling product narratives and advisory materials tailored to client segments (mass affluent, HNW, UHNW).
Strategic Content Development: Produce high-quality client-facing content such as market commentaries, investment outlooks, and financial planning guides; ensure content is compliant, engaging, and aligned with the

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