Investment Advisor/counsellor, Group Consumer Financial Services

1 week ago


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 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
- 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

**Primary Location**: Singapore

**Job**: Wealth Advisor

**Organization**: Personal & Premier Banking Onshore

**Schedule**: Permanent

**Job Posting**: 12-Apr-2025, 2:00:08 AM



  • 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 DBS Bank Full time

    Job Description - AVP, Treasures Investment Counsellor (Onshore/Offshore), Consumer Banking Group A) Job Description AVP, Treasures Investment Counsellor (Onshore/Offshore), Consumer Banking Group - ( A ) Business Function As the leading


  • Singapore DBS Bank Full time

    SVP / VP, Investment Counsellor (Europe & Central Asia Markets), Private Banking, Consumer Banking Group Join to apply for the SVP / VP, Investment Counsellor (Europe & Central Asia Markets) role at DBS


  • Singapore OCBC Bank Full time

    **Mortgage Advisor, Group Consumer Financial Services** **-** **(**240001A1**)** 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 DBS Bank Full time

    SVP, Relationship Manager, Private Banking (Greater China Market), Consumer Banking Group Business Function DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the...


  • 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...

  • Financial Counsellor

    2 weeks ago


    Singapore National Healthcare Group Full time $40,000 - $60,000 per year

    Family Group: AncillaryA Financial Counsellor is expected to perform all of the following areas of financial counseling functions:Financial Counsellor's OfficeFinancial Assistance scheme sign-up. FC need to:Counsel and explain to patients the principles and ruling of Financial Assistance scheme;Assess patients' financial status and eligibility;Determine the...

  • Investment Advisor

    5 days ago


    Singapore Balfour Capital Group Full time

    Join Balfour Capital Group as an Investment Advisor. About Balfour Capital Group Balfour Capital Group is a boutique Investment Banking Firm and Hedge Fund managing over $400 million in global trading operations. We specialize in Commodities, Currencies, ETFs, Bonds, Precious Metals, and more, tapping into major markets from the US and Australia to Germany,...

  • Summer Internship

    1 day ago


    Singapore Advisor Alliance Group Full time

    Company Advisor Alliance Group Designation Summer Internship (Financial Advisory) Date Listed 11 Jul 2025 Job Type Entry Level / Junior Executive - Intern/TS Job Period From 21 Jul 2025 - 01 Aug 2025 Profession Banking / Finance Industry Insurance Location Name Raffles Place, Singapore Address Raffles Pl, Singapore Map Allowance /...


  • 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...