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Investment Advisor/Counsellor

Company

OCBC Bank

Location

singapore, singapore

Posted

July 09, 2026

Position Overview

Investment Advisor

Imagine helping people achieve their financial goals and securing their future. As an Investment Advisor at OCBC, you'll have the opportunity to make a real difference in people's lives.

How you succeed

It starts with building strong relationships with your clients. You'll take the time to understand their financial goals, risk tolerance, and investment horizon. From there, you'll provide expert advice and guidance to help them make informed investment decisions. Your success will be measured by the trust and loyalty you build with your clients.

What you do
  • Meet with clients to understand their investment needs and goals
  • Conduct financial analysis and provide tailored investment advice
  • Develop and implement investment strategies to help clients achieve their goals
  • Build and maintain relationships with clients to ensure their ongoing needs are met
  • Stay up-to-date with market trends and deve...

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