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Investment Advisor (AVP/VP), Thai

OCBC

SingaporeFull-timeOn-site

Posted 1 Jun 2026

About this role

Formulate investment strategies and provide premium advisory to Private Banking clients to meet their risk profiles and objectives. Partner with Relationship Managers to create investment proposals and conduct portfolio reviews across various asset classes. Requires at least 3 years of experience in an investment advisory role within the financial industry and a bachelor's degree in Finance, Business, Economics, or Banking. CFA and CACS certifications are preferred along with strong knowledge of multi-asset class products.

What they're looking for

Investment AdvisoryPortfolio ManagementStrategic Asset AllocationInvestment Strategy FormulationProduct Idea GenerationAnalytical ThinkingStrategic ThinkingInterpersonal Communication

Frequently asked questions

What does a Investment Advisor (AVP/VP), Thai at OCBC do?

Formulate investment strategies and provide premium advisory to Private Banking clients to meet their risk profiles and objectives. Partner with Relationship Managers to create investment proposals and conduct portfolio reviews across various asset classes. Requires at least 3 years of experience in…

What skills does this Investment Advisor (AVP/VP), Thai role need?

Key skills for this role include Investment Advisory, Portfolio Management, Strategic Asset Allocation, Investment Strategy Formulation, Product Idea Generation, Analytical Thinking.

How much does a Investment Advisor (AVP/VP), Thai 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 (AVP/VP), Thai role remote, hybrid, or on-site?

This role is on-site, based in Singapore.

How do I apply for this Investment Advisor (AVP/VP), Thai 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.