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    OC

    Ocbc

    Banking

    Investment Specialist

    MAL-Menara OCBC, MalaysiaOn-SiteFull-time3+ yrs experiencePosted 3w ago
    All Ocbc jobs

    Job description

    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.

    This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager.
    Investment Advisor
    Why Join
    Imagine helping people achieve their financial goals and securing their future. As an Investment Advisor at OCBC, you'll have the opportunity to make a real difference in people's lives. You'll work with clients to understand their investment needs and provide tailored advice to help them achieve their aspirations.
    How you succeed
    It starts with building strong relationships with your clients. You'll take the time to understand their financial goals, risk tolerance, and investment horizon. From there, you'll provide expert advice and guidance to help them make informed investment decisions. Your success will be measured by the trust and loyalty you build with your clients.
    What you do
    - Meet with clients to understand their investment needs and goals
    - Conduct financial analysis and provide tailored investment advice
    - Develop and implement investment strategies to help clients achieve their goals
    - Build and maintain relationships with clients to ensure their ongoing needs are met
    - Stay up-to-date with market trends and developments to provide expert advice
    Who you are
    - A degree in a relevant field, such as finance or economics
    - At least 3 years of experience in a similar role
    - Strong analytical and problem-solving skills
    - Excellent communication and interpersonal skills
    - Ability to build trust and rapport with clients
    - Strong knowledge of investment products and markets
    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.

    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. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

    Job details are sourced from the employer's original posting.

    Open job posting
    OC

    About the company

    Ocbc

    OCBC is a Singaporean bank dedicated to enabling individuals and businesses to achieve their aspirations. They provide support, services, solutions, and career paths to meet individual needs.

    View all Ocbc jobs
    Industry
    Banking
    Founded
    1932
    Open roles
    1439

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