Job Description

WHO WE ARE:
As Singapore's longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.
Today, we're on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia's leading financial services partner for a sustainable future.
We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.
Your Opportunity Starts Here.
This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager. Investment Specialist Why Join Imagine helping individuals and businesses achieve their long-term financial goals. As an Investment Specialist at OCBC, you'll play a key role in providing expert investment advice and solutions to our clients. You'll be part of a team that's dedicated to delivering exceptional service and building lasting relationships. How you succeed To succeed in this role, you'll need to take the time to truly understand our clients' needs and goals. You'll work closely with them to develop tailored investment strategies that meet their unique requirements. You'll also need to stay up-to-date with market trends and developments, and be able to communicate complex investment concepts in a clear and concise manner. What you do Your day-to-day responsibilities will include: - Meeting with clients to discuss their investment goals and objectives - Conducting thorough risk assessments and developing tailored investment strategies - Providing expert advice on a range of investment products, including stocks, bonds, and mutual funds - Building and maintaining strong relationships with clients and other stakeholders - Staying up-to-date with market trends and developments, and applying this knowledge to inform investment decisions Who you are - A degree in a relevant field, such as finance or economics - At least 3 years of experience in a similar role, preferably in a banking or financial services environment - Strong knowledge of investment products and markets - Excellent communication and interpersonal skills - Ability to work in a fast-paced environment and meet deadlines - Strong analytical and problem-solving skills Who we are As Singapore's longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires. Today, we're on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia's leading financial services partner for a sustainable future. We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here. What we offer Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Equal opportunity. Fair employment. Selection based on ability and fit with our culture and values. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.
What we offer:
Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.