Investment Consultant
OCBC Bank(2 months ago)
About this role
An Investment Sales professional at OCBC helps clients achieve their financial goals by offering tailored investment solutions across products such as unit trusts, bonds, and treasury instruments. The role sits within the bank's wealth and investment franchise and requires strong market awareness and client focus. It contributes to OCBC’s broader ambition of being a leading financial services partner in Asia.
Required Skills
- Investment Advisory
- Unit Trusts
- Treasury Products
- Portfolio Allocation
- Market Analysis
- Relationship Management
- Sales
- Client Coaching
- Product Onboarding
- Communication
Qualifications
- Bachelor's Degree in Finance/Business/Economics/Accounting
- CFA
- CFP
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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