Investment Specialist - AVP

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 Sales Specialist Why Join Imagine being part of a team that helps people achieve their financial goals and grow their wealth. As an Investment Sales Specialist 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 and services, helping customers make informed decisions about their financial futures. How you succeed To succeed in this role, you'll need to build strong relationships with customers and understand their unique financial needs and goals. You'll work closely with them to identify the right investment solutions, providing expert advice and guidance every step of the way. Your ability to communicate complex financial concepts in a clear and concise manner will be key to your success. What you do Your day-to-day responsibilities will include: - Meeting with customers to understand their financial goals and objectives - Identifying and recommending suitable investment products and services - Providing expert advice and guidance on investment strategies and risk management - Building and maintaining strong relationships with customers and internal stakeholders - Staying up-to-date with market trends and developments to provide informed advice Who you are - A degree in a related field, such as finance or economics, is desirable - At least 2 years of experience in investment sales or a related field - Strong communication and interpersonal skills, with the ability to build rapport with customers - A strong understanding of investment products and services, including stocks, bonds, and mutual funds - A self-motivated and results-driven individual with a strong work ethic 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.