
Senior Wealth Advisory Strategist
2 days ago
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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Senior Wealth Advisory Strategist
4 weeks ago
Singapore OCBC Full timeOverview 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...
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Senior Wealth Advisory Strategist
2 days ago
Singapore OCBC (Singapore) Full time $90,000 - $120,000 per yearWHO 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...
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Wealth Management Associate
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Premier Wealth Adviser
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Senior Wealth Advisory Lead
2 weeks ago
Singapore Syfe Full timeAbout Syfe Syfe is a digital investment platform with a mission to empower people to grow their wealth for a better future. Built on the pillars of advice, access and innovation, we cater to the full spectrum of an individual's wealth needs across diversified proprietary portfolios, cash management solutions and a state-of-the-art brokerage. The Syfe...
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Wealth Manager
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Wealth Management Associate
1 week ago
Singapore CO WEALTH ADVISORY GROUP PTE. LTD. Full timeWealth Management Associate Get a head start to achieving financial independence by being your own boss!Why get trapped in a dead-end job for years? With slow income or career growth, no work-life-balance, or face retrenchment, before realising it is not right for you? Think of the opportunity cost and time you lost. Join the dynamic team at CO Wealth...