Wealth Advisory and Communications (AVP) - Wealth Management Wealth Advisory and Communications (AVP) - Wealth  …

OCBC Bank
in Singapore
Permanent, Full time
Be the first to apply
Competitive
OCBC Bank
in Singapore
Permanent, Full time
Be the first to apply
Competitive
OCBC Bank
Wealth Advisory and Communications (AVP) - Wealth Management
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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