Investment Counsellor - VP

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 Counsellor Why Join Imagine helping individuals and families achieve their long-term financial goals, securing their future and creating lasting wealth. As an Investment Counsellor at OCBC, you'll have the opportunity to make a real difference in people's lives, while building a rewarding and challenging career. How you succeed It starts with understanding the needs and goals of your clients. You'll work closely with them to develop tailored investment strategies, providing expert guidance and advice to help them achieve their objectives. Your success will be built on your ability to build strong relationships, provide exceptional service and deliver results-driven solutions. What you do - Meet with clients to understand their investment goals and risk tolerance - Develop and implement customized investment plans - Provide ongoing portfolio management and review - Stay up-to-date with market trends and developments to provide informed advice - Collaborate with internal stakeholders to deliver holistic solutions Who you are - A degree in a relevant field, such as finance or economics - At least 3 years of experience in investment counselling or a related field - Strong knowledge of investment products and markets - Excellent communication and interpersonal skills - Ability to work in a fast-paced environment and adapt to changing market conditions - Strong analytical and problem-solving skills 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.