Fx Advisor/counsellor

1 day ago


Singapore OCBC Bank Full time

**FX Advisor/Counsellor - Wealth Specialists** **-** **(**240001BL**)**

**Primary Responsibilities**:

- To champion and increase revenue income and volume on all FX and FX-related product for Premier clients.
- Monitor and ensure prompt execution of all FX products under the Premier FX product shelf.
- Call on existing Premier client to determine FX needs and identify possible FX solutions, strategies and trading ideas.
- Handle clients-initiated FX spot transactions

Secondary Responsibilities:

- Assisting 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 towards 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.

**Qualifications**

**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.
- 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.

**Primary Location**: Singapore

**Job**: Wealth Advisor

**Organization**: Personal & Premier Banking Onshore

**Schedule**: Permanent

**Job Posting**: 08-Oct-2024, 4:25:42 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...

  • FX Advisor

    7 days ago


    Singapore OCBC Full time $60,000 - $120,000 per year

    WHO 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...

  • Fx Advisor

    1 week ago


    Singapore Citi Full time

    The Forex (FX) Advisor is an intermediate position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location, in coordination with the broader Consumer Sales team. The overall objective is to utilize a wide range of product knowledge to build relationships...

  • Fx Advisor/trader

    3 days ago


    Singapore EFG International Full time

    Risk manages, along with other traders on the team, the FX options and FX spot books during Asia time. - Have a good understanding of the market and counterparty risks faced by the bank - ensure the trading desk performs activity within these limits. - Contribute to content production and trade ideas to be distributed internally to CROs and IS colleagues....

  • Investment Counsellor

    2 weeks ago


    Central Singapore Emprego SG Full time

    **Location** Singapore, Central Singapore **Job Type** Permanent **Salary** $10,000 - $12,000 Per Month **Date Posted** 2 hours ago Additional Details **Job ID** 34132 **Job Views** 1 Roles & Responsibilities **If you are looking to excel, take a closer look at us.** **The incumbent is required to work closely with Private Wealth Management’s...


  • Singapore Royal Bank of Canada Full time

    **What is the opportunity?** As a Senior Investment Counsellor, you will be responsible for preparing and implementing investment strategies for clients, based on thorough analysis of their existing wealth, portfolios and their risk appetite, in accordance with relevant regulatory and compliance requirements. **What will you do?** - Work alongside...

  • Junior Platform

    1 week ago


    Singapore Titan FX Full time

    Vanuatu location - Collaborative culture and ongoing learning and development - Cutting edge technology and innovative working environment **About Us** TitanFX is a growing innovative broker support platform that delivers continuously evolving software and process solutions that keep our clients at the forefront of the fintech industry. We specialise in...


  • Singapore TAURUS WEALTH ADVISORS PTE. LTD. Full time

    **Job Description & Requirements**: Taurus Wealth Advisors is a preeminent multi-family office, providing holistic and tailored investment advice to high net-worth individuals and families for long term wealth accumulation and preservation. Founded in April 2008, comprising a team of highly experienced and culturally diverse investment professionals, the...


  • Singapore Citi Full time

    Officer, FX Settlement Intermediate Analyst Join to apply for the Officer, FX Settlement Intermediate Analyst role at Citi . Organization Overview: Citi Markets Operations is at a pivotal point in its evolution, implementing a target operating model. We pride ourselves on our people, culture, diversity, and inclusion. We support a global portfolio of capital...


  • Singapore OCBC Full time $60,000 - $120,000 per year

    WHO 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...