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:
Qualifications
*LI-JK
- 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