Investment Consultant

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 transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.

 We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.

Your Opportunity Starts Here.

This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager.
Investment Sales
Why Join
Imagine helping people achieve their financial goals and securing their future. As an Investment Sales professional at OCBC, you'll have the opportunity to make a real difference in people's lives. You'll work with a wide range of investment products, from stocks and bonds to unit trusts and insurance. And with our support, you'll build a successful career in a dynamic and fast-paced industry.
How you succeed
It starts with understanding our customers' needs and goals. You'll work closely with them to identify the right investment products and strategies to help them achieve their objectives. You'll need to stay up-to-date with market trends and developments, and be able to communicate complex information in a clear and concise way. By building strong relationships and providing excellent service, you'll drive sales growth and achieve your targets.
What you do

• Develop and implement strategies to drive the investment business to achieve the bank’s designated targets

• Provide professional advisory support and coach the Premier Relationship Managers (PRMs) to meet their investment targets, with a focus towards Unit Trusts and Treasury Products

• Provide portfolio review to clients (market views, trade ideas, explanation of products) by collaborating with PRMs in joint client meetings and acting as product specialist, and provide solutions for clients to meet their financial needs

• Interpret and digest economic data, research reports, translate them into actionable trades or product ideas and share to PRMs

• Oversee the daily investment transactions, work with settlement department to make sure the transactions are properly placed to Fund Houses/Treasury

• Act as point of contact of Fund Houses/Treasury, arrange and conduct market briefing and seminar for internal/external audience

• Work closely with Product department to streamline selling procedure, source and onboard appropriate investment products

Who you are

• Bachelor’s degree or above in Finance, Business, Economics, or Accounting

• 5 - 8 years of relevant experience in investment advisory, research, sales, or trading in currencies, equity, or other Treasury-related products

• Experience in Unit Trusts and portfolio allocation, in the capacity of Unit Trusts product managers or investment consultants or similar roles

• Possess strong interest in and understanding of economics and financial markets, particularly in FX and equity markets

• Mature, confident, and able to play a meaningful role in client meetings

• Excellent communication, strong interpersonal skills, and good command of English, Mandarin, and Cantonese

• License holder of CFA/CFP is preferrable

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 transformation. Leveraging technology and creativity to become a future-ready learning organisation.
But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia's leading financial services partner for a sustainable future.
We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here.
What we offer
Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Equal opportunity. Fair employment. Selection based on ability and fit with our culture and values. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.