Banca Advisor/Counsellor
OCBC Bank(2 months ago)
About this role
A Banca Advisor at OCBC works with high net worth clients to help them achieve their financial goals through tailored wealth management solutions. The role involves building long-term client relationships and collaborating with specialists to deliver investment and financial planning advice. It is positioned within the bank's client-facing wealth management function focused on personalised service.
Required Skills
- Relationship Management
- Wealth Management
- Investment Strategy
- Client Service
- Communication
- Market Analysis
- Collaboration
- Financial Planning
Qualifications
- Degree in Finance or Economics
- CFP
- CFA
About OCBC Bank
ocbc.comDiscover a world of financial services with OCBC, the best trusted and established Singapore bank. Explore our range of banking solutions today.
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