Senior Wealth Advisory Strategist

3 weeks 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 bank's brand and advisory framework; leverage digital channels to enhance reach.
  • Project Management & Cross-Functional Collaboration: Lead strategic initiatives such as advisory campaigns, product launches, and client engagement programs; coordinate across Marketing, Compliance, Product, and Digital teams; track milestones and performance metrics for continuous improvement.
Qualifications & Requirements
  • Minimum 10 years of experience in wealth management, financial advisory, or investment strategy within a bank or financial institution.
  • Strong background in financial markets research and strategic content creation.
  • Proven ability to pitch and position wealth products to diverse client segments.
  • Demonstrated project management experience with cross-functional teams.
  • Bachelor's degree in Finance, Economics, or related field; CFA, CFP, or equivalent preferred.
  • Excellent communication, analytical, and stakeholder management skills.
  • Familiarity with MAS regulations and local market dynamics.
What We Offer
  • Competitive base salary with a suite of holistic, flexible benefits.
  • Community initiatives and industry-leading learning and professional development opportunities.
  • Supportive, inclusive work environment aligned with our values and long-term career growth.
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