Investment Advisor/counsellor, Group Consumer Financial Services

4 days ago


Singapore OCBC Bank Full time

**Investment Advisor/Counsellor, Group Consumer Financial Services** **-** **(**25000089**)**

Roles & Responsibilities:

- Provide portfolio advisory support to Relationship Managers (RMs), with a focus towards Unit Trust & Treasury Products
- Interpretation and forecasting of economic data, translating them into actionable trade or product ideas, and sourcing of investment products
- Portfolio counselling to clients (market views, trade ideas, explanation of products) by collaborating with RMs on joint client meetings, and preparing investment proposals
- Monitor and execute trades for clients across a range of financial instruments
- Conduct continuing education for RMs on unit trusts, treasury products, investment basics, portfolio allocation strategies, etc
- Contributing towards regular investment publications (eg, newsletters, product summaries, trade recommendations) for distribution to clients

**Qualifications**

**Requirements**:

- Minimum 3-5 years relevant experience in investment advisory, research, sales or trading in currencies, equity or other Treasury related products
- A good university degree or the equivalent in professional qualification preferred
- Sound analytical mind and ability to interpret economic news and data
- Possess strong interest in and understanding of economics and financial markets, particularly in FX and/or equity markets
- Must have or willing to learn a broad based investment-related exposure and background in order to multi-task within a small team
- Excellent communication and strong interpersonal skills with ability to work collaboratively across the organization

**Primary Location**: Singapore

**Job**: Wealth Advisor

**Organization**: Personal & Premier Banking Onshore

**Schedule**: Permanent

**Job Posting**: 14-Feb-2025, 2:58:55 AM



  • Singapore OCBC Bank Full time

    **Investment Advisor/Counsellor, Group Consumer Financial Services** **-** **(**250000O0**)** **Roles & Responsibilities**: - Provide portfolio advisory support to Relationship Managers (RMs), with a focus towards Unit Trust & Treasury Products - Interpretation and forecasting of economic data, translating them into actionable trade or product ideas, and...


  • Singapore OCBC Bank Full time

    **Investment Advisor/Counsellor, Group Consumer Financial Services** **-** **(**240001BI**)** **Roles & Responsibilities**: - Provide portfolio advisory support to Relationship Managers (RMs), with a focus towards Unit Trust & Treasury Products - Interpretation and forecasting of economic data, translating them into actionable trade or product ideas, and...


  • Singapore OCBC Bank Full time

    **Bancassurance Advisor/Counsellor (Premier Banking), Group Consumer Financial Services** **-** **(**2500001Q**)** **Roles & Responsibilities**: - Provide advisory services on High Net-Worth insurance and other suitable Premier Bancassurance products - Joint collaboration with Premier Banking RMs on client meetings, and proposals preparation - Conduct...


  • Singapore OCBC Bank Full time

    **Bancassurance Advisor/Counsellor (Premier Banking), Group Consumer Financial Services** **-** **(**250000AZ**)** **Roles & Responsibilities**: - Provide advisory services on High Net-Worth insurance and other suitable Premier Bancassurance products - Joint collaboration with Premier Banking RMs on client meetings, and proposals preparation - Conduct...


  • Singapore OCBC Bank Full time

    **Bancassurance Advisor/Counsellor (Premier Banking), Group Consumer Financial Services** **-** **(**240001TB**)** **Roles & Responsibilities**: - Provide advisory services on High Net-Worth insurance and other suitable Premier Bancassurance products - Joint collaboration with Premier Banking RMs on client meetings, and proposals preparation - Conduct...


  • Singapore Advisor Alliance Group Full time

    Company Advisor Alliance Group Designation Investment and Risk Specialist Date Listed 04 Mar 2025 Job Type Entry Level / Junior Executive - Full/PermPart/TempIntern/TS Job Period Immediate Start, Permanent Profession Banking / Finance Industry Finance Location Name Raffles Place, UOB Plaza 1, Singapore Address 80 Raffles Pl, Singapore...


  • Singapore DBS Bank Full time

    Business FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our...


  • Singapore OCBC Bank Full time

    **Mortgage Advisor, Group Consumer Financial Services** **-** **(**240001OG**)** At OCBC, we do not just merely provide a working space. We create a culture that allows you to flourish. Across the Bank, our leaders encourage fresh ideas, reward continuous learning and most importantly, we care for not just you but also your family. We recognise the passion,...


  • Singapore OCBC Bank Full time

    **Mortgage Advisor, Group Consumer Financial Services** **-** **(**240001FP**)** At OCBC, we do not just merely provide a working space. We create a culture that allows you to flourish. Across the Bank, our leaders encourage fresh ideas, reward continuous learning and most importantly, we care for not just you but also your family. We recognise the passion,...


  • Singapore OCBC Bank Full time

    **Mortgage Advisor, Group Consumer Financial Services** **-** **(**2500001P**)** At OCBC, we do not just merely provide a working space. We create a culture that allows you to flourish. Across the Bank, our leaders encourage fresh ideas, reward continuous learning and most importantly, we care for not just you but also your family. We recognise the passion,...


  • Singapore GIC Investment Full time

    **Location**: Singapore, SG Job Function: Others **Job Type**: Contract Req ID: 12482 GIC is a custodian of Singapore’s Reserves and a Sovereign Wealth Fund to secure Singapore’s financial future. GIC is entrusted with a critical mission that impacts the lives of all Singaporeans. We are looking for the best talent to help us fulfil our commitment to...


  • Singapore OCBC Bank Full time

    **Premier Private Client - Client Advisor (Offshore), Group Consumer Financial Services** **-** **(**240001TF**)** We are looking for highly driven individual ready to take on new challenges and has the self-initiative, business acumen and tenacity to join our team! You will be ready to cover either markets in South Asia (Malaysia, Indonesia) or North...


  • Singapore OCBC Bank Full time

    **Premier Private Client - Client Advisor (Offshore), Group Consumer Financial Services** **-** **(**2500004V**)** We are looking for highly driven individual ready to take on new challenges and has the self-initiative, business acumen and tenacity to join our team! You will be ready to cover either markets in South Asia (Malaysia, Indonesia) or North...


  • Singapore OCBC Bank Full time

    **Premier Private Client - Client Advisor (Offshore), Group Consumer Financial Services** **-** **(**2500008B**)** We are looking for highly driven individual ready to take on new challenges and has the self-initiative, business acumen and tenacity to join our team! You will be ready to cover either markets in South Asia (Malaysia, Indonesia) or North...


  • Singapore OCBC Bank Full time

    **Premier Private Client - Client Advisor (Offshore), Group Consumer Financial Services** **-** **(**250000MM**)** We are looking for highly driven individual ready to take on new challenges and has the self-initiative, business acumen and tenacity to join our team! You will be ready to cover either markets in South Asia (Malaysia, Indonesia) or North...


  • Singapore GIC Investment Full time

    Location: Singapore, SG Job Function: Investment Services Private Markets & Finance **Job Type**: Permanent Req ID: 14848 **Investment Services Private Market and Finance Department** The Investment Services Private Market and Finance Department is responsible for investment services for the private market and financial management across the GIC group....


  • Singapore DBS Bank Full time

    Business Function DBS Treasures is a leading wealth management platform in Singapore, uniquely positioned to cater to the diverse requirements of both Onshore and Offshore affluent clientele. Our comprehensive offerings provide clients with a seamless and all-encompassing banking experience, complemented by an extensive array of wealth management solutions,...


  • Singapore PROFESSIONAL INVESTMENT ADVISORY SERVICES (PIAS) Full time

    **Job Highlights** - Immediate appointment to manager level (experienced financial services adviser) - Strong support for recruitment. - Experienced insurance advisor who aspires to start your own team - Fresh graduates who have interest in investment and to build a team are welcome to join **Job Descriptions** - Plan and execute recruitment activities to...


  • Singapore DBS Bank Full time

    Business Function DBS Treasures is a leading wealth management platform in Singapore, uniquely positioned to cater to the diverse requirements of both Onshore and Offshore affluent clientele. Our comprehensive offerings provide clients with a seamless and all-encompassing banking experience, complemented by an extensive array of wealth management solutions,...


  • Singapore TAURUS WEALTH ADVISORS PTE. LTD. Full time

    Job DescriptionWe are seeking a highly driven and dynamic individual to join our Client Servicing team at Taurus Wealth Advisors Pte. Ltd., a leading multi-family office headquartered in Singapore.The successful candidate will provide support to Financial Advisors and Investment Counsellors in all matters relating to execution of client trades with banks or...