About this role
The Investment Advisor will meet with clients to understand their financial goals and provide tailored investment advice. They are responsible for developing investment strategies and maintaining strong client relationships to ensure ongoing needs are met.
Candidates must hold a degree in a relevant field such as finance or economics and possess at least 3 years of experience in a similar role. Strong analytical, communication, and interpersonal skills are essential for success in this position.
What they're looking for
Financial analysisInvestment adviceInvestment strategiesRelationship managementMarket trend analysisAnalytical skillsProblem-solvingCommunication skills
Frequently asked questions
What does a Investment Advisor/Counsellor at OCBC do?
The Investment Advisor will meet with clients to understand their financial goals and provide tailored investment advice. They are responsible for developing investment strategies and maintaining strong client relationships to ensure ongoing needs are met. Candidates must hold a degree in a relevant…
What skills does this Investment Advisor/Counsellor role need?
Key skills for this role include Financial analysis, Investment advice, Investment strategies, Relationship management, Market trend analysis, Analytical skills.
How much does a Investment Advisor/Counsellor at OCBC pay?
The employer did not list a salary for this role. Most similar Singapore roles publish their band on the job page.
Is this Investment Advisor/Counsellor role remote, hybrid, or on-site?
This role is on-site, based in Singapore.
How do I apply for this Investment Advisor/Counsellor role?
You can apply directly on OCBC's careers page. ApplyLah can tailor your résumé and cover letter to this exact role in seconds first.