OCBC

Banca Advisor/Counsellor

OCBC
BusinessOCBC SingaporeFull-time2 weeks ago

About the role

AI summarised

This is a senior wealth management role at a long-established Singapore bank. The Banca Advisor/Counsellor will provide financial advisory services to clients, leveraging deep knowledge of investment products and wealth strategies to build strong client relationships.

BusinessFull-timeGeneral

Key Responsibilities

Responsibilities were not listed in the extracted data for this post.

Requirements

  • A degree in a relevant field, such as finance or economics
  • At least 5 years of experience in wealth management or a related field
  • Strong knowledge of investment products and wealth management strategies
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients
  • A strong understanding of the financial services industry and market trends
  • A professional certification, such as CFP or CFA, is desirable