Wealth Advisory and Communications (AVP) - Wealth Management

Employer
OCBC Bank
Location
Singapore, Singapore
Salary
Competitive
Posted
20 May 2022
Closes
24 May 2022
Ref
14979485
Job Function
Banking
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Job Scope:

  • The role is for Wealth Advisory and Strategy, with the focus on generating Investment Content and Portfolio Strategy.
  • The scope includes incorporating House Views into the process of curating wealth solutions and positioning to sales frontliners.
  • Other scopes include Trust onboarding and liaison, Digital Wealth Advisory initiatives and new hire training.


Qualifications
  • Minimum of 5 years of working experience in financial services
  • Bachelor of Arts/ Bachelor of Business is required; advanced degrees will be a plus
  • Strong understanding of macroeconomics, investment concepts, and investment knowledge relating to Unit Trust and Treasury products.
  • Ability to do investment content writing, use of Bloomberg terminal and have good knowledge of MS powerpoint and Excel
  • Collaborate with outside resources to effectively execute initiatives that are timely and relevant for our target audiences
  • Wealth products sales experience will be an advantage.


*LI-JK

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